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One South Street Suite 2500, Baltimore, MD 21202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-27 |
Branch Locations
600 Vine Street Suite 2000, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| My529 | Salt Lake City | UT | 02/2011 | Present |
| Triad Advisors, Inc. | Norcross | GA | 08/2011 | 04/2019 |
| 1919 Investment Counsel, Llc | Cincinnati | OH | 04/2019 | Present |
my529; Investment-Related; Salt Lake City, UT 84114; consultant; 02/2011.
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