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Melina Therese Young

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 2024-03-27
  • OH RA
    APPROVED
    Since 2024-03-27

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
Total Wealth Planning, Llc Cincinatti OH 01/2019 03/2024
Ridout Barrett San Antonio TX 05/2018 08/2018
University Of The Incarnate Word San Antonio TX 08/2014 05/2018
Unemployed Batavia OH 08/2018 12/2018
Truepoint, Inc. Cincinnati OH 03/2024 Present
  • 01/2019 → 03/2024
    Total Wealth Planning, Llc
    Cincinatti, OH
  • 05/2018 → 08/2018
    Ridout Barrett
    San Antonio, TX
  • 08/2014 → 05/2018
    University Of The Incarnate Word
    San Antonio, TX
  • 08/2018 → 12/2018
    Unemployed
    Batavia, OH
  • 03/2024 → Present
    Truepoint, Inc.
    Cincinnati, OH
Previous Registrations
  • 2020-04-09 → 2024-03-01
    Total Wealth Planning, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-26
  • S65 Uniform Investment Adviser Law Examination
    2020-02-26

View on SEC IAPD

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QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
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BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
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