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Joshua B Bentz

Truepoint, Inc.

Cincinnati, OH

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Current Employers
Truepoint, Inc.

9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-03-24
  • OH RA
    APPROVED
    Since 2023-03-24

Branch Locations

9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthpoint Advisors Indianapolis IN 04/2016 02/2023
Truepoint Inc. Cincinnati OH 03/2023 01/2026
Truepoint Inc. Cincinnati OH 01/2026 Present
  • 04/2016 → 02/2023
    Wealthpoint Advisors
    Indianapolis, IN
  • 03/2023 → 01/2026
    Truepoint Inc.
    Cincinnati, OH
  • 01/2026 → Present
    Truepoint Inc.
    Cincinnati, OH
Previous Registrations
  • 2018-01-03 → 2023-03-22
    Wealthpoint Advisors Llc
    Indianapolis, IN
  • 2016-06-15 → 2017-12-31
    Wealthpoint Advisors Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-15
  • S65 Uniform Investment Adviser Law Examination
    2016-06-15
Designations

View on SEC IAPD

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