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303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-06-21 |
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 | 03/2012 | Present |
| Touchstone Securities | Cincinnati | OH | 04/2012 | Present |
1) Cleanershirt LLC, not investment related. Cincinnati, OH, app/tech. Owner since 7/29/2013. 0 hours devoted to business per month, 0 hours dedicated during securities trading hours. Duties include technology and development owner. 2) Stormy Holdings LLC, not investment related. Cincinnati, OH. It is a holding place for a trademark and website. Owner since 2/27/2014. 0 hours per month dedicated to business, 0 hours dedicated during securities trading hours. Duties include being owner/operator of the trademark, as well as author and editor. 3) 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 | 2019-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-31 |
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