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303 Broadway Suite 1200, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-08 |
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 |
|---|---|---|---|---|
| Fort Washington Investment Advisors | Cincinnati | OH | 11/2010 | Present |
| Touchstone Securities | Cincinnati | OH | 01/2021 | Present |
1) Fort Washington Investment Advisors; investment related; 303 Broadway, Suite 1200, Cincinnati, OH 45202; RIA / Investment Management; AVP & Sr Relationship Manager; November 2010; 120 per month; 120 during trading hours; Management Business Development and Client Services. 2) Business Name: Bethesda Lyceum Committee, Bethesda Foundation; Investment Related: No; Address of other business: 10500 Montgomery Road, Cincinnati, OH 45242; Nature of other business: Foundation for Bethesda Hospital; Position: Committee Member; Start date: 2019; Approximate number of hours per month devoted to other business: 1-2; Approximate number of hours per month devoted to other business during trading hours: 0-1; Duties Include: Plan 1 annual fundraising event to benefit the Bethesda Foundation. Select guest speaker, venue, and other event-related planning with the Foundation Staff and other Committee members. 3) Business Name: Culver Educational Foundation; Investment Related: No; Address of other business: Academy Road, Culver, IN 46511; Nature of other Business: Alumni Association; Position: Director; Start date: 1992 (alum). Volunteer since 2000; Approximate number of hours per month devoted to other business: 5-10; Approximate number of hours per month devoted to other business during trading hours: 0-1; Nature of other business: Director - The Culver Legion, the Alumni Association of The Culver Academies, Culver, IN. 4) Name of other Business: Ride Cincinnati Foundation; Investment Related: No; Address of other business: P.O. Box 862 Mason, OH 45040; Nature of other business: 501(c)(3) Non-Profit; Foundation/Endowment; Position: Board Member & Treasurer; Start date: 2018; Approximate number of hours per month devoted to the other business: 0-5; Approximate number of hours per month devoted to the other business during trading hours: 0-5; Duties Include: Assist core planning team with the annual campaign Review/approve expenditures for the Foundation. 5) Cincinnati Cancer Advisors; Investment-related. Cincinnati Cancer Foundation, which supports Cincinnati Cancer Advisors, is a client of Fort Washington Investment Advisers; 4746 Montgomery Road Suite 201 Norwood, OH 45212; Free second opinion service for cancer diagnosis and treatment (non-profit); Volunteer; 2/5/2024; 0 hours per month, other than the time commitment for an event on 4/25/2024; 0 hours per month during trading hours, other than the time commitment for an event on 4/25/2024; Volunteer for CCA's annual Women & Shoes on Thursday, April 25, 2024 (one night only), at the request of rep's client, who is the Director of Cincinnati Cancer Advisors. 6) School for Creative and Performing Arts Fund Board; Not investment-related; 108 W. Central Parkway Cincinnati, OH 45202; Non-for-profit fundraising and advisory board; Board Member - SCPA Fund Board; 6/1/2024; 1-5 hours per month; 1-5 hours per month during securities trading hours; Replacing Nick Riordan as the Fort Washington/W&S appointed representative for SCPA's Fund Board, responsible for fundraising in support of the school's annual operating budget gap via their annual gala (support via the W&S Financial Fund).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
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