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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uc Campus Recreation | Cincinnati | OH | 01/2016 | 08/2017 |
| University Of Cincinnati | Cincinnati | OH | 09/2017 | 05/2018 |
| Touchstone Securities, Inc. | Cincinnati | OH | 05/2018 | Present |
| Fifth Third Bank | Florence | KY | 02/2023 | Present |
| Touchstone Investments | Cincinnati | OH | 01/2022 | 02/2023 |
| Touchstone Investments | Cincinnati | OH | 12/2020 | 01/2022 |
| Touchstone Investments | Cincinnati | OH | 05/2018 | 12/2020 |
| University Of Cincinnati | Cincinnati | OH | 08/2012 | 05/2018 |
| Fifth Third Securities | Florence | KY | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-22 |
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