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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-04-30 |
Branch Locations
600 Vine Street Suite 2100, Cincinatti, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bartlett & Co | Cincinnati | OH | 04/2015 | 04/2018 |
| Bartlett & Co Wealth Management | Cincinnati | OH | 04/2018 | Present |
1.) Cincinnati USA Regional Chamber; not investment-related; 3 E.4th Street Cincinnati OH 45202; Business Chamber of Commerce; Board Member; Start Date: 11/19/2024; Less than 10 hours/month; 0 hours during trading hours; Board member 2.) Interact for Health; Not investment-related; 8230 Montgomery Rd. Cincinnati OH 45236; Investment Committee Member; Start Date: 4/1/22; Less than 10 hours/month; 0 hours during trading hours; Investment committee member. 3.) Cincinnati Museum Center; Not investment-related; 1301 Western Ave Cincinnati OH 45203; Board of Trustees member; Start date 1/31/2025; Less than 10 hours/month; 0 hours during trading hours; Board of trustees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-06 |
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