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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-10-21 |
Branch Locations
600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Investment Counsel, Inc | Cincinnati | OH | 06/2010 | 09/2018 |
| Bartlett Wealth Management | Cincinnati | OH | 09/2018 | Present |
1.) City of Cincinnati Retirement System Pension Board; 801 Plum St, Cincinnati OH 45202; Government Agency; Mayor-Appointed Board Trustee; Start date 5/1/2023; No compensation; 5/hrs per month; 0 hours during trading hours; Board Trustee 2.) Cincinnati Opera Association; 1243 Elm Street Cincinnati OH 45202; Operatic performances; Operatic performances; Start date 4/26/2019; less than 10 hours/month; 0 hours during trading hours; Operatic Performances
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-07 |
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