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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-08 |
Branch Locations
4605 E. Galbraith Road, Ste. 200, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Touchpoint Wealth Partners | Cincinnati | OH | 03/2021 | Present |
| N/A | Columbus | OH | 08/2020 | 02/2021 |
| Financial Planning Association | Columbus | OH | 06/2020 | 07/2020 |
| N/A | Columbus | OH | 03/2020 | 06/2020 |
| The Ohio State University - University Dining Services | Columbus | OH | 02/2019 | 03/2020 |
| The Ohio State University - University Dining Services | Columbus | OH | 04/2018 | 03/2020 |
| The Ohio State University - University Dining Services | Columbus | OH | 03/2018 | 04/2018 |
| The Ohio State University - University Dining Services | Columbus | OH | 03/2017 | 03/2018 |
| Raising Cane's Chicken Fingers | Columbus | OH | 05/2018 | 07/2018 |
| N/A | Columbus | OH | 08/2016 | 05/2020 |
1) TouchPoint Wealth Partners; 4605 East Galbraith Road, Ste. 200, Cincinnati, OH 45236; Paraplanner; Updating client data, building financial plans, insurance applications; YES Investment Related; Start Date 3/1/2021; Approximately 21-40 hrs. per month; Salary and bonus.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
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