Michael Gehring

$7.89B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

41 S. High Street, Columbus, OH 43215 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-24

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Cincinnati	OH	04/2022	07/2023
Fifth Third Bank	Xenia	OH	06/2020	04/2022
Dave Dennis Chrysler Inc	Beavercreek	OH	08/2018	05/2020
Transportation Security Administration	Vandalia	OH	01/2017	08/2018
Hewlett Packard/Creative Channel Services Llc	Beavercreek	OH	12/2016	09/2017
Bank Of America, N.A.	Cincinnati	OH	04/2022	06/2023
Paychex (Oasis)	Beavercreek	OH	11/2016	11/2016
J.P. Morgan Securities Llc/Chase Bank, N.A.	Englewood	OH	07/2023	10/2023
Unemployed	Beavercreek	OH	12/2014	08/2018
Unemployed	Beavercreek	OH	11/2023	12/2023
Cuso Financial Services, Lp	San Diego	CA	12/2023	01/2025
Edward Jones	St. Louis	MO	01/2025	03/2025
The Huntington Investment Company	Springboro	OH	03/2025	Present

04/2022 → 07/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cincinnati, OH
06/2020 → 04/2022

Fifth Third Bank

Xenia, OH
08/2018 → 05/2020

Dave Dennis Chrysler Inc

Beavercreek, OH
01/2017 → 08/2018

Transportation Security Administration

Vandalia, OH
12/2016 → 09/2017

Hewlett Packard/Creative Channel Services Llc

Beavercreek, OH
04/2022 → 06/2023

Bank Of America, N.A.

Cincinnati, OH
11/2016 → 11/2016

Paychex (Oasis)

Beavercreek, OH
07/2023 → 10/2023

J.P. Morgan Securities Llc/Chase Bank, N.A.

Englewood, OH
12/2014 → 08/2018

Unemployed

Beavercreek, OH
11/2023 → 12/2023

Unemployed

Beavercreek, OH
12/2023 → 01/2025

Cuso Financial Services, Lp

San Diego, CA
01/2025 → 03/2025

Edward Jones

St. Louis, MO
03/2025 → Present

The Huntington Investment Company

Springboro, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-15