Melinda Catherine Burgess

Current Employers

Employment History

• 03/2015 → 10/2016
  Fidelity Brokerage Services Llc
  Covington, KY
• 10/2016 → Present
  Touchstone Securities
  Cincinnati, OH
• 10/2016 → Present
  Ifs Financial Services
  Cincinnati, OH

Previous Registrations

• 2015-12-02 → 2016-10-05
  Strategic Advisers Llc
  Covington, KY

Other Businesses

Morris Place, LLC, not investment related. Cincinnati, OH 45226. Rental property. Partner, Landlord since 10/30/2020. 5 hours dedicated to business per month, 0 hours during securities trading hours. Duties include being a landlord to tenants in a duplex. 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. Name: Pork LLC; Investment: No; Address: 1250 Bellevue Way NE Apt 1 Bellevue, WA 98004; Nature: car rental on Turo; Position/title: owner; Start date: 8/28/22; Hours/Month: 3; Hours during trading hours: 0; Duties: Renting out car on Turo, dropping off/picking up car, cleaning car

Exams

• S66 Uniform Combined State Law Examination
  2015-11-24
• S63 Uniform Securities Agent State Law Examination
  2015-03-20

Other Names

• Mindy Widger
• Melinda Widger
• Melinda Catherine Widger