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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-08 |
Branch Locations
600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Parterns Group | Louisville | KY | 02/2016 | 07/2017 |
| Bluecap Financial | Louisville | KY | 07/2017 | 02/2019 |
| Bartlett & Co. Wealth Management, Llc | Cincinnati | OH | 08/2023 | Present |
| Stock Yards Bank Wealth Management | Cincinnati | OH | 02/2019 | 08/2023 |
BRIGHTON CENTER / NOT INVESTMENT-RELATED / 741 CENTRAL AVENUE, NEWPORT KENTUCKY 41071 / 501(c)(3) NON-PROFIT / VOLUNTEER BOARD MEMBER / BOARD MEMBER / 1-1-2024 / <10 HOURS PER MONTH / 4 HOURS PER MONTH / VOLUNTEER BOARD MEMBER, ORGANIZE ACTIVITIES, VOLUNTEER, BRING AWARENESS TO POTENTIAL DONORS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-07 |
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