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Adam S Lipton

Truepoint, Inc.

Cincinnati, OH

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Current Employers
Truepoint, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-04-25
  • OH RA
    APPROVED
    Since 2016-04-25

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
OrganizationCityStateFromTo
Truepoint Inc. Cincinnati OH 06/2015 12/2022
Truepoint, Inc. Cincinnati OH 01/2023 Present
Truepoint, Inc. Cincinnati OH 01/2025 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-04-22
  • S63 Uniform Securities Agent State Law Examination
    2011-04-22
Designations

View on SEC IAPD

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