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303 Broadway Suite 1200, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-05-18 |
Branch Locations
303 Broadway Suite 1200, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western & Southern Financial Group | Cincinnati | OH | 08/2015 | 08/2017 |
| Fort Washington Investment Advisors, Inc. | Cincinnati | OH | 08/2017 | Present |
| Touchstone Securities, Inc. | Cincinnati | OH | 01/2020 | Present |
Boys & Girls Club of America, investment related. 600 Dalton Ave Cincinnati, OH 45203. Non profit business. Position: Board of trustees since 2019, Investment Chair position started 6/30/2020. 5 hours per month dedicated to business, 0 hour during securities trading hours. Duties include: Chair of investment committee. Fort Washington Investment Advisors; investment related; 303 Broadway, Suite 1200, Cincinnati, OH 45202; RIA / Investment Management; AVP & Portfolio Manager; 07/05/2017; 120 per month; 120 during trading hours; Management Business Development and Client Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-25 |
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