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Current Employers
Touchstone Advisors Inc

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-07-30
  • OH RA
    APPROVED
    Since 2022-07-30

Branch Locations

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Touchstone Securities Cincinnati OH 03/2022 Present
Ifs Financial Services Cincinnati OH 03/2022 Present
Marcus & Millichap Charlotte NC 06/2021 02/2022
Flagship Properties Greenville SC 05/2018 06/2021
First Bank Of The Lake Greenville SC 01/2021 04/2021
Community Works Carolina Greenville SC 06/2020 08/2020
Greenville Housing Fund Greenville SC 06/2020 08/2020
Kreab Worldwide Brussels 01/2020 03/2020
Collegiate Home Enhancers Greenville SC 05/2019 08/2019
Furman Career Center Greenville SC 08/2018 10/2018
Ymca Camp Greenville Greenville SC 05/2017 08/2017
Furman University Greenville SC 05/2017 05/2021
Shannon Forest Christian School Greenville SC 08/2010 05/2017
  • 03/2022 → Present
    Touchstone Securities
    Cincinnati, OH
  • 03/2022 → Present
    Ifs Financial Services
    Cincinnati, OH
  • 06/2021 → 02/2022
    Marcus & Millichap
    Charlotte, NC
  • 05/2018 → 06/2021
    Flagship Properties
    Greenville, SC
  • 01/2021 → 04/2021
    First Bank Of The Lake
    Greenville, SC
  • 06/2020 → 08/2020
    Community Works Carolina
    Greenville, SC
  • 06/2020 → 08/2020
    Greenville Housing Fund
    Greenville, SC
  • 01/2020 → 03/2020
    Kreab Worldwide
    Brussels
  • 05/2019 → 08/2019
    Collegiate Home Enhancers
    Greenville, SC
  • 08/2018 → 10/2018
    Furman Career Center
    Greenville, SC
  • 05/2017 → 08/2017
    Ymca Camp Greenville
    Greenville, SC
  • 05/2017 → 05/2021
    Furman University
    Greenville, SC
  • 08/2010 → 05/2017
    Shannon Forest Christian School
    Greenville, SC
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-29
  • S66 Uniform Combined State Law Examination
    2022-07-29

View on SEC IAPD

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