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7755 Montgomery Road Suite 100, Cincinnati, OH 45236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-01 |
Branch Locations
7755 Montgomery Road Suite 100, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster & Motley, Inc. | Cincinnati | OH | 05/2026 | Present |
| Johnson Investment Counsel | Cincinnati | OH | 06/2015 | 06/2017 |
| Johnson Investment Counsel | Cincinnati | OH | 06/2017 | 11/2024 |
| Fort Washington Investment Advisors, Inc. | Cincinnati | OH | 11/2024 | 04/2026 |
| Touchstone Securities, Inc. | Cincinnati | OH | 02/2025 | 04/2026 |
1) MemoRenes LLC; Not investment related; 5854 Woodsway Dr. Cincinnati, OH 45236; 133 South D Street Hamilton, OH 45013; Founder/Creative; 4/2022; Currently less than 1 hr/month; No time devoted during trading hours during; The business is set up for custom music and art. 2) Fort Washington Investment Advisors; investment related; 303 Broadway, Suite 1200, Cincinnati, OH 45202; RIA / Investment Management; VP, Business Development Officer; 11/2024; 120-180 per month; 120-180 during trading hours; Management Business Development 3) Life Enriching Communities; Investment related; 6279 Tri-Ridge Blvd, Loveland, OH 45150; Senior Living Community; Investment Committee Member; Start date 01/26/2026; 2 hours devoted per month; 0-2 hours devoted during trading hours; Investment Committee Member - join committee meetings and review IPS as well as investment portfolio.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-03 |
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