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303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-09-24 |
Branch Locations
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
2012 River Vista Court, Villa Hills, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs Financial Services | Cincinnati | OH | 09/2012 | Present |
| Touchstone Securities | Cincinnati | OH | 09/2012 | Present |
1. Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee. 2. Covington Catholic High School; not investment related; 1600 Dixie Highway, Park Hills, KY 41011; nature - education; Booster Board Member; start - 3/1/2023; approx. number of hours per month - 4; approx. number of trading hours - 0; duties - Generate new ideas to host events to benefit the athletics program. Focus will be on graduates under the age of 50. 3. Apogee Parent Holdings, LLC; not investment related; 301 South McDowell Street, Suite 122 #1136, Charlotte, NC 28204; Online Travel Agency; Investor; start - 3/4/2025; approx. number of hours per month - 0; approx. number of trading hours - 0; Investor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-02 |
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