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Current Employers
Johnson Investment Counsel, Inc.

3777 West Fork Road, Cincinnati, OH 45247 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-07
OH RA APPROVED 2023-05-08
  • TX RA
    APPROVED_RES
    Since 2025-02-07
  • OH RA
    APPROVED
    Since 2023-05-08

Branch Locations

3777 West Fork Road, Cincinnati, OH 45247 • United States

7755 Montgomery Road Suite 400, Cincinnati, OH 45236 • 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
Johnson Investment Counsel, Inc. Cincinnati OH 06/2019 10/2023
Constellation Wealth Advisors Cincinnati OH 01/2019 03/2019
Merrill Lynch Cincinnati OH 08/2017 12/2018
Procter & Gamble Cincinnati OH 05/2017 08/2017
Merrill Lynch Cincinnati OH 05/2016 05/2017
Full-Time Education Cincinnati OH 08/2015 05/2019
Johnson Investment Counsel Cincinnati OH 10/2023 Present
  • 06/2019 → 10/2023
    Cincinnati, OH
  • 01/2019 → 03/2019
    Constellation Wealth Advisors
    Cincinnati, OH
  • 08/2017 → 12/2018
    Merrill Lynch
    Cincinnati, OH
  • 05/2017 → 08/2017
    Procter & Gamble
    Cincinnati, OH
  • 05/2016 → 05/2017
    Merrill Lynch
    Cincinnati, OH
  • 08/2015 → 05/2019
    Full-Time Education
    Cincinnati, OH
  • 10/2023 → Present
    Johnson Investment Counsel
    Cincinnati, OH
Designations
Other Names
  • Maxwell D Klett

View on SEC IAPD

More in Cincinnati, OH

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