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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-04-18 |
Branch Locations
600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bartlett & Co. Wealth Management, Llc | Cincinnati | OH | 03/2022 | Present |
| Fifth Third Bank | Cincinnati | OH | 08/2015 | 03/2022 |
1.) Cise Education Fund; Not investment-related; 50 Great Circle Dr, Mill Valley CA, 94941; Education Fund; Committee Member; Start Date 1/1/2015; 10 or less hours per month; 0 hours during trading hours; Member of the CISE Development Committee. Regular meetings to discuss support for the organizations various fundraising and other initiatives. 2.) CFA Society of Cincinnati; not investment-related; 4010 Executive Park Dr, Cincinnati OH 45241; Private Company; Board member; Start Date 7/1/2024; 10 or less hours per month; 0 hours during trading hours; Member of the Board of CFA Society of Cincinnati. Role is focused on Membership value.
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