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333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-26 |
| OH | RA | APPROVED | 2026-02-26 |
Branch Locations
333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States
50 East Rivercenter Blvd. Suite 300, Covington, KY 41011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 06/2014 | 03/2019 |
| Ohio National Equities | Cincinnati | OH | 01/2018 | 03/2019 |
| Touchstone Securities, Inc. | Cincinnati | OH | 04/2019 | 01/2026 |
| Ifs Financial Services | Cincinnati | OH | 04/2019 | 01/2026 |
| Mcf Advisors, Llc | Covington | KY | 02/2026 | Present |
Greater Cincinnati Mutual Fund Association; investment related; PO box 31206 Cincinnati OH 45231; Nature: Cincinnati Mutual Fund Association and networking group; Title: Board member; Start date 3/11/25; appr 1 hour/month; 0 during securities trading hours; Duties: General board member attending meetings and setting up networking and speaking events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-24 |
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