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303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-01-17 |
Branch Locations
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Touchstone Securities | Cincinnati | OH | 01/2012 | Present |
| Ifs Financial Services | Cincinnati | OH | 01/2012 | Present |
1) Name of other business: University of Center - Hanley Group for ESG; Investment related; The Hanley Sustainability Fund (HSF) is a student-managed equity portfolio at the University of Dayton. HSF provides students with a unique, hands-on learning opportunity by allowing members to apply concepts learned in the classroom to a real-world experience.; Address of other Business: 300 College Park, Dayton, OH 45469; Nature of other Business: Connect generous people with trusted nonprofits; Position: Advisory Council; Start date: 4/21/2026 - Silent Observer, 8/1/2026 - active participant on council; Approximate number of hours/month: 3; 0 hours per month during trading hours; Duties include: Advisory council serves as oversight committee to make sure students adhere to the portfolio construction guidelines and implement the necessary screening and analysis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-02 |
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