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Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-05-06 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Nationwide Life Insurance Co | Pittsburgh | PA | 05/2006 | Present |
| 1717 Capital Management | Newark | DE | 05/2006 | Present |
| Nationwide Securities, Inc. | Cincinnati | OH | 08/2008 | Present |
| Marsh Financial Group | Cincinnatti | OH | 03/2011 | Present |
CHARLES D. MARSH IS ALSO AN INSURANCE AGENT FOR VARIOUS INSURANCE PRODUCT SPONSORS. MR. MARSH CONDUCTS THIS ACTIVITY IN CONCERT WTH HIS OTHER INVESTMENT ADVISORY ACTIVITIES. THIS ACTIVITY TAKES A MINIMUM OF MR. MARSH'S TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-17 |
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