Heather Janel Spencer

Current Employers

Truepoint, Inc.

9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2016-05-18

OH RA
APPROVED

Since 2016-05-18

Branch Locations

9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Truepoint Inc.	Cincinncati	OH	01/2008	Present

01/2008 → Present

Truepoint Inc.

Cincinncati, OH

Other Businesses

BC's Brewing Company, LLC / Not investment-related / 6724 Hummingbird Dr. Mason, OH 45040 / Brewery & Hospitality / Limited Investor / Disbursement Coordinator / 01-01-2024 / 2 hrs per week / 0 hours during trading hours / Disbursing funds for the organization to pay bills and issue grant money.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-02-11

S66 Uniform Combined State Law Examination

2005-02-11

Designations

Other Names

Heather J Swob
Heather Janel Swob

View on SEC IAPD

Current Employers

Truepoint, Inc.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews