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3777 West Fork Road, Cincinnati, OH 45247 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-19 |
| OH | RA | APPROVED | 2022-05-24 |
Branch Locations
5577 Montgomery Rd., Suite 400, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Investment Counsel | Cincinnati | OH | 03/2026 | Present |
| Beavercreek High School | Beavercreek | OH | 07/2013 | 07/2017 |
| University Of Cincinnati | Cincinnati | OH | 08/2017 | 05/2021 |
| Wright Brothers Global Gas | Montgomery | OH | 02/2019 | 11/2020 |
| Dlak Wealth Advisors | West Chester | OH | 12/2020 | 04/2021 |
| Dlak Wealth Advisorys | West Chester | OH | 05/2021 | 11/2021 |
| Park Avenue Securities | West Chester | OH | 11/2021 | 05/2022 |
| Guardian Life Insurance Company | West Chester | OH | 10/2021 | 05/2022 |
| Johnson Investment Counsel | Cincinnati | OH | 05/2022 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-19 |
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