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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 2025-02-18
  • OH RA
    APPROVED
    Since 2025-02-18

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
W&S Brokerage Services, Inc. Fort Wright KY 03/2024 12/2024
Western And Southern Life Fort Wright KY 09/2023 12/2024
Unemployeed Edgewood KY 10/2022 09/2023
Northwestern Mutual Rookwood OH 06/2022 09/2022
Lotus Thai And Sushi Crestview Hills KY 06/2020 06/2022
Unemployed Highland Heights KY 02/2013 06/2020
Touchstone Securities Cincinnati OH 12/2024 Present
  • 03/2024 → 12/2024
    W&S Brokerage Services, Inc.
    Fort Wright, KY
  • 09/2023 → 12/2024
    Western And Southern Life
    Fort Wright, KY
  • 10/2022 → 09/2023
    Unemployeed
    Edgewood, KY
  • 06/2022 → 09/2022
    Northwestern Mutual
    Rookwood, OH
  • 06/2020 → 06/2022
    Lotus Thai And Sushi
    Crestview Hills, KY
  • 02/2013 → 06/2020
    Unemployed
    Highland Heights, KY
  • 12/2024 → Present
    Touchstone Securities
    Cincinnati, OH
Other Businesses

1) 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
S65 Uniform Investment Adviser Law Examination 2025-02-13
S63 Uniform Securities Agent State Law Examination 2024-04-25
  • S65 Uniform Investment Adviser Law Examination
    2025-02-13
  • S63 Uniform Securities Agent State Law Examination
    2024-04-25
Other Names
  • Joshua Suedkamp

View on SEC IAPD

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