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3777 West Fork Road, Cincinnati, OH 45247 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-06-14 |
| TX | RA | APPROVED | 2019-06-14 |
Branch Locations
3777 West Fork Road, Cincinnati, OH 45247 • United States
39209 Six Mile Rd. Suite 201, Livonia, MI 48152 • United States
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 |
|---|---|---|---|---|
| Vintage Financial Services, Llc | Ann Arbor | MI | 09/2009 | 05/2019 |
| Johnson Investment Counsel, Inc. | Cincinnati | OH | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-17 |
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