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255 East Fifth Street Suite 2700, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-09-25 |
| IA | RA | APPROVED | 2024-03-01 |
| KY | RA | APPROVED | 2024-02-29 |
| MI | RA | APPROVED | 2024-02-28 |
Branch Locations
East Lansing, MI • United States
255 East Fifth Street Suite 2700, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monument | CO | 09/2015 | 09/2022 |
| Ceros Financial Services, Inc. | Rockville | MD | 09/2022 | 07/2023 |
| Flexible Plan Investments, Ltd. | Bloomfield Hills | MI | 09/2022 | 07/2023 |
| Bg Is, Llc | East Lansing | MI | 07/2023 | Present |
| Quasar Distributors, Llc | East Lansing | MI | 10/2023 | Present |
1). BG IS, LLC; Investment Related; Financial Services/Investment/Securities; East Lansing, MI; 07/2023; Strategy Specialist; Provides clients with an enhanced level of connectivity to ongoing investment process, the positioning of strategies; 160 Hrs./Mo. Registered Representative with Quasar Distributors, LLC which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-23 |
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