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303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-02 |
Branch Locations
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs Financial Services | Cincinnati | OH | 12/2012 | 11/2023 |
| Touchstone Securities | Cincinnati | OH | 12/2012 | 11/2023 |
| Advisors Asset Management, Inc | Monument | CO | 11/2023 | 06/2025 |
| Touchstone Securities | Cincinnati | OH | 06/2025 | Present |
1) Rental Property address: 1802 Captain Molly, Park City UT 84060 start: 2016 time: 0 We own a Condo in Park City, UT that we rent out via AirBNB and VRBO. It is managed by my wife. not securities investment related. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-07 |
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