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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| OH | RA | APPROVED | 2023-07-11 |
Branch Locations
625 Eden Park Drive Baldwin 200, Suite 500, Cincinnati, OH 45202 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 09/2016 | 06/2023 |
| U.S. Bank | Cincinnati | OH | 09/2016 | 06/2023 |
| Tiaa | Cincinnati | OH | 06/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Cincinnati | OH | 06/2023 | Present |
Name: Presbyterian Church of Wyoming Foundation Position: Board member Nature: The nature of this business is primarily philanthropic. The Foundation assist the church and surrounding community through monetary gifts. Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 06/01/2023 Address: 225 Wyoming Avenue, Wyoming OH 45215, United States Description: The Presbyterian Church of Wyoming Foundation is the legal name for the church's endowment fund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-21 |
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