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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-09 |
Branch Locations
7755 Montgomery Road Suite 350, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 02/2011 | 09/2016 |
| Fort Washington Investment Advisors, Inc. | Cincinnati | OH | 09/2016 | 08/2019 |
| Touchstone Securities, Inc. | Cincinnati | OH | 08/2018 | 07/2019 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 07/2019 | 03/2026 |
| Summit Financial, Llc | Parisppany | NJ | 03/2026 | Present |
(1) BIG BRASS, LLC; INV RELATED; MILFORD, OH; 100% OWNERSHIP; 05/2025; 1 HOUR PER MONTH; 0 DURING TRADING; APPAREL SALES | (2) BIG BRASS, LLC (CHECKING ACCOUNT REQUEST); INV RELATED; MILFORD, OH; 100% OWNERSHIP; 05/2025; 1 HOUR PER MONTH; 0 DURING TRADING; APPAREL SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-08 |
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