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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-04-29 |
Branch Locations
600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Wealth Management | Cincinnati | OH | 06/2014 | 08/2019 |
| Bartlett Wealth Management | Cincinnati | OH | 09/2019 | Present |
1.) CFA Society of Cincinnati; Not investment-related; 4010 Executive Park Dr. #100, Cincinnati OH 45241; Private Company; Board Member; Start date 5/1/2023; 10 hours or less per month; 0 hours during trading hours; Board member 2.) SPCA Fund; Not investment Related; 11900 Conrey Road Cincinnati, OH 45249; Arts Institution; Finance Committee, Investment Committee and Audit Committee member; Start date 1/1/2022; 10 hours or less per month; 0 hours during trading hours; Board member serving on the Finance Committee, Investment Committee and Audit Committee.
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