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303 Broadway Suite 1200, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-27 |
| OH | RA | APPROVED | 2025-10-27 |
Branch Locations
303 Broadway Suite 1200, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Global Asset Management (Us) Inc. | Chicago | IL | 10/2015 | 04/2024 |
| Prospect Capital | Winnetka | IL | 04/2024 | 01/2025 |
| N/A | Winnetka | IL | 01/2025 | 10/2025 |
| Fort Washington Investment Advisors | Cincinnati | OH | 10/2025 | Present |
| Touchstone Securities | Cincinnati | OH | 10/2025 | Present |
1) Fort Washington Investment Advisors; Investment related; 303 Broadway, Suite 1200, Cincinnati, OH 45202; RIA / Investment Management; VP Bus Dev & Direct Channel; 10/06/2025; 120-180 per month; 120-180 during trading hours; Management Business Development 2) 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-03 |
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