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3777 West Fork Road, Cincinnati, OH 45247 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-19 |
| OH | RA | APPROVED | 2020-05-08 |
Branch Locations
3777 West Fork Road, Cincinnati, OH 45247 • United States
5005 Rockside Rd., Suite 1100 Suite 110, Independence , OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Capital Advisors, Llc | Cleveland | OH | 04/2015 | 12/2017 |
| Pnc Funds Distributor, Llc | Cleveland | OH | 04/2015 | 12/2017 |
| Boyd Watterson Asset Management, Llc | Cleveland | OH | 01/2018 | 01/2020 |
| Northern Lights Distributors, Llc | Omaha | NE | 01/2018 | 01/2020 |
| Johnson Investment Counsel, Inc. | Cincinnati | OH | 02/2020 | 03/2025 |
| Johnson Investment Counsel, Inc. | Cincinnati | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-30 |
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