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9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-20 |
| OH | RA | APPROVED | 2023-02-17 |
Branch Locations
9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Charlotte | NC | 08/2019 | 10/2021 |
| Western Kentucky University | Bowling Green | KY | 08/2015 | 05/2019 |
| Dimensional Fund Advisors | Austin | TX | 06/2018 | 08/2018 |
| Western Kentucky University Center For Financial Success | Bowling Green | KY | 10/2016 | 05/2018 |
| Ritter Daniher Financial Advisory, Llc | Cincinnati | OH | 05/2017 | 07/2017 |
| Western Kentucky University Admissions | Bowling Green | KY | 08/2015 | 05/2017 |
| Historic Banning Mills | Hebron | KY | 05/2016 | 12/2016 |
| Truepoint Inc. | Cincinnati | OH | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-15 |
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