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600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-04-27 |
Branch Locations
600 Vine Street Suite 2100, Cincinatti, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bartlett & Co Llc | Cincinnati | OH | 03/2012 | 04/2018 |
| Bartlett & Co Wealth Management | Cincinnati | OH | 04/2018 | Present |
1.) Corryville Catholic School; Not investment-related; 108 Calhoun Street Cincinnati OH 45219; Educational Institution; Advisory Board Member; Start date 6/16/2020; 10 hours or less per month; 0 hours during trading hours; Assists the school administration in handling business matters, fund raising efforts, personnel issue, and various other non-scholastic matters. 2.) Foundation for Last Mile Food Rescue. Investment Related. 1775 Mentor Ave, Suite 405 Cincinnati, OH 45215. Non-profit organization which facilitates food donations from donors to recipients. Trustee for the Foundation's investment portfolio. Start: Jul 01, 2025. 10 hours or less per month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-28 |
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