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1301 East 9Th Street Suite 2900, Cleveland, OH 44114-3179 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-14 |
Branch Locations
1301 East 9Th Street Suite 2900, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trucomposition | Oberlin | OH | 12/2020 | 11/2021 |
| Boyd Watterson Asset Management, Llc | Cleveland | OH | 11/2021 | Present |
| Indiana Wesleyan University | Marion | IN | 09/2017 | 04/2021 |
| Open Door Christian School | Elyria | OH | 09/2013 | 04/2017 |
| Unemployeed | Oberlin | OH | 05/2017 | 08/2017 |
Member of Cedar St. Properties, LLC, which is an LLC formed in October 2020 to hold a rental property in Oberlin, Ohio. The Name was changed December 2023 to its current name. This is not an investment-related business and has no affiliation with Boyd Watterson. Less than five (5) hours/month are dedicated to this business for maintenance and accounting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-12 |
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