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303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-06-23 |
Branch Locations
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Fountain Valley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance Company | Newport Beach | CA | 04/2014 | 04/2021 |
| Pacific Select Distributors Inc | Newport Beach | CA | 05/2014 | 04/2021 |
| Touchstone Securities | Cincinnati | OH | 06/2021 | Present |
| Ifs Financial Services | Cincinnati | OH | 06/2021 | Present |
Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-26 |
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