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9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-11-17 |
Branch Locations
9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truepoint Inc. | Cincinnati | OH | 04/2011 | 12/2023 |
| Truepoint Inc. | Cincinnati | OH | 01/2024 | 01/2025 |
| Truepoint, Inc. | Cincinnati | OH | 01/2025 | Present |
Educational Chair, CFA Society of Cincinnati
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