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255 East Fifth Street Suite 2700, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-21 |
| SC | RA | APPROVED | 2024-03-12 |
| GA | RA | APPROVED | 2024-03-01 |
| AL | RA | APPROVED | 2024-02-28 |
Branch Locations
255 East Fifth Street Suite 2700, Cincinnati, OH 45202 • United States
Dunwoody, GA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monument | CO | 01/2015 | 06/2023 |
| Bg Is, Llc | Atlanta | GA | 07/2023 | Present |
| Quasar Distributors, Llc | Atlanta | GA | 11/2023 | Present |
1) BG IS, LLC; Investment Related; Atlanta, GA; Investments; Institutional portfolio consultant; Represents the firm's investment portfolios to institutions and financial professionals in the Southeast; Start: 7/2/2023; 200 Hours Per Month and 0 during Trading. 2) Registered Representative with Quasar Distributors, LLC which is not affiliated with Bahl & Gaynor, Inc., or its affiliates. 3) Mittrosen LLC; Investment Related; Dunwoody, GA; Restaurant investment; Partner; investment in a restaurant; 0 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-11 |
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