Mary Taylor Mock

Current Employers

Employment History

• 09/2006 → Present
  Ifs Financial Services
  Cincinnati, OH
• 01/2007 → Present
  Touchstone Securities
  Cincinnati, OH

Other Businesses

Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee. Name: Osprey Nest Properties, LLC. Investment related: No. Address: 126 Main Channel Dr, Mooresville, NC 28117. Nature: Rental - Real Estate Property. Position/Title: Member - Manager, Start date: 9/1/22, App # of hours/month: 10. App # of hours/month during trading hours: 0. Duties: My husband and I remodeled a cottage next to our main home to use for friends and family. When not in use, we list it on VRBO because it sits on Lake Norman

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-09
• S63 Uniform Securities Agent State Law Examination
  2007-02-09

Other Names

• Mary Heather Taylor
• Mary Taylor Betcher