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303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-11-09 |
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 |
|---|---|---|---|---|
| Touchstone Securities | Cincinnati | OH | 04/2012 | Present |
| Ifs Financial Services | Cincinnati | OH | 04/2012 | Present |
Woodcreek HOA, non investment related. Home owners association board member since 11/30/2020. 1-2 hours per month devoted to other business, 0 hours devoted during trading hours. Duties include attending meetings and to mail and collect dues.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-10-08 |
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