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Current Employers
Bartlett & Co. Wealth Management Llc

600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-04-30
  • OH RA
    APPROVED
    Since 2018-04-30

Branch Locations

600 Vine Street Suite 2100, Cincinatti, OH 45202 • 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
Bartlett & Co. Llc Cincinatti OH 02/2012 04/2018
Bartlett & Co Wealth Management Cincinnati OH 04/2018 Present
  • 02/2012 → 04/2018
    Bartlett & Co. Llc
    Cincinatti, OH
  • 04/2018 → Present
    Bartlett & Co Wealth Management
    Cincinnati, OH
Previous Registrations
  • 2016-05-26 → 2018-04-12
    Bartlett & Co. Llc
    Cincinnati, OH
Other Businesses

ALPAUGH FAMILY ECONOMICS CENTER / NOT INVESTMENT-RELATED / 225 CALHOUN STREET SUITE 370 CINCINNATI, OH 45219 / NON-PROFIT FOR FINANCIAL EDUCATION AND ECONOMIC DEVELOPMENT / BOARD MEMBER / BOARD MEMBER / NOVEMBER 2023 / 10 HOURS OR LESS / 0-5 HOURS PER MONTH / BOARD OF TRUSTEE AND ON THE ANNUAL EVENT PLANNING COMMITTEE

Designations
Other Names
  • Lori Beth Hufford

View on SEC IAPD

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