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9624 Cincinnati Columbus Rd. Suite 212, West Chester, OH 45241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-21 |
Branch Locations
9624 Cincinnati Columbus Rd. Suite 212, West Chester, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | West Chester | OH | 08/2010 | 05/2021 |
| U.S. Bancorp Investments, Inc. | West Chester | OH | 09/2016 | 05/2021 |
| Calton & Associates, Inc. | West Chester | OH | 05/2021 | 09/2022 |
| Advisory Services Network, Llc | Atlanta | GA | 06/2021 | 09/2022 |
| Tishy Financial Llc | West Chester | OH | 05/2023 | Present |
| N/A | West Chester | OH | 09/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-01-26 |
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