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Account
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303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-17 |
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 |
|---|---|---|---|---|
| Janus Management Holdings Corp | Denver | CO | 02/2016 | 07/2020 |
| Janus Distributors Llc | Denver | CO | 02/2016 | 07/2020 |
| Invesco | Denver | CO | 07/2020 | 07/2021 |
| Foreside Fund Services, Llc | Atlanta | GA | 09/2021 | 03/2024 |
| Angel Oak Capital Advisors, Llc | Atlanta | GA | 07/2021 | 09/2021 |
| Angel Oak Capital Advisors | Atlanta | GA | 06/2021 | 02/2024 |
| Invesco | Atlanta | GA | 06/2020 | 06/2021 |
| Janus Henderson Investors | Denver | CO | 02/2016 | 06/2020 |
| Charles Schwab & Co., Inc | Atlanta | GA | 05/2024 | 12/2024 |
| Charles Schwab Bank Ssb | Atlanta | GA | 05/2024 | 12/2024 |
| Touchstone Securities | Cincinnati | OH | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
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