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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 | 2019-11-14 |
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, Inc. | Cincinnati | OH | 05/2018 | 03/2023 |
| Johnson Investment Counsel, Inc. | Cincinnati | OH | 03/2026 | Present |
| Cincinnati Opera | Cincinnati | OH | 08/2014 | 08/2017 |
| University Of Cincinnati | Cincinnati | OH | 08/2017 | 05/2018 |
| Johnson Investment Counsel, Inc. | Cincinnati | OH | 03/2023 | 03/2026 |
Name: Carlo Ventures LLC Investment related: No Address: PO BOX 701220, PLYMOUTH, MI 48170 Nature: Horse Racing Relationship: Member of LLC, no title or position Start Date: 1/1/2010 Approx hours worked: 0 Approx hours worked during trading hours: 0 Duties: None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-14 |
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