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255 East Fifth Street Suite 2700, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-01-07 |
| NJ | RA | APPROVED | 2025-01-07 |
| PA | RA | APPROVED | 2025-01-07 |
Branch Locations
Cedar Grove, NJ • United States
255 East Fifth Street Suite 2700, Cincinnati, OH 45202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 12/2012 | 04/2024 |
| Bg Is, Llc | N. Caldwell | NJ | 04/2024 | Present |
| Quasar Distributors, Llc | N. Caldwell | NJ | 05/2024 | Present |
1) BG IS, LLC; Investment Related; N. Caldwell, NJ; Investment distribution; Institutional Portfolio Consultant; represent Bahl & Gaynor in the field and distribute their products to financial professionals; 04/2024; 160 hrs/mo. In addition to being an Investment Advisor Representative of BG IS, LLC, this associate is a Registered Representative of Quasar Distributors, LLC, an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Quasar Distributors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-11 |
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