Best Investors Account Sign in
Current Employers
Touchstone Advisors Inc

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-07
  • OH RA
    APPROVED
    Since 2025-11-07

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 Cincinnati OH 03/2023 10/2025
Western & Southern Life Findlay OH 02/2023 10/2025
Ashley Furniture Homestore Findlay OH 03/2022 01/2023
Dave's Performance Footgear Findlay OH 02/2021 03/2022
University Of Findlay Findlay OH 08/2020 05/2021
M.D. Painting Napoleon OH 04/2020 08/2020
University Of Findlay Findlay OH 08/2019 05/2020
Camp Walden Cheboygan MI 06/2019 08/2019
M.D. Painting Napoleon OH 05/2019 06/2019
University Of Findlay Findlay OH 08/2018 05/2019
Camp Walden Cheboygan MI 06/2018 08/2018
M.D. Painting Napoleon OH 05/2018 06/2018
University Of Findlay Findlay OH 08/2017 05/2018
Unemployed Napoleon OH 06/2017 08/2017
Napoleon High School Napoleon OH 08/2016 06/2017
Touchstone Investments Cincinnati OH 10/2025 Present
  • 03/2023 → 10/2025
    W&S Brokerage
    Cincinnati, OH
  • 02/2023 → 10/2025
    Western & Southern Life
    Findlay, OH
  • 03/2022 → 01/2023
    Ashley Furniture Homestore
    Findlay, OH
  • 02/2021 → 03/2022
    Dave's Performance Footgear
    Findlay, OH
  • 08/2020 → 05/2021
    University Of Findlay
    Findlay, OH
  • 04/2020 → 08/2020
    M.D. Painting
    Napoleon, OH
  • 08/2019 → 05/2020
    University Of Findlay
    Findlay, OH
  • 06/2019 → 08/2019
    Camp Walden
    Cheboygan, MI
  • 05/2019 → 06/2019
    M.D. Painting
    Napoleon, OH
  • 08/2018 → 05/2019
    University Of Findlay
    Findlay, OH
  • 06/2018 → 08/2018
    Camp Walden
    Cheboygan, MI
  • 05/2018 → 06/2018
    M.D. Painting
    Napoleon, OH
  • 08/2017 → 05/2018
    University Of Findlay
    Findlay, OH
  • 06/2017 → 08/2017
    Unemployed
    Napoleon, OH
  • 08/2016 → 06/2017
    Napoleon High School
    Napoleon, OH
  • 10/2025 → Present
    Touchstone Investments
    Cincinnati, OH
Previous Registrations
Other Businesses

1) Name of other business: Black Swamp Veteran Golf League; Investment related: No; Address of other business: 15491 County Road C2 New Bavaria, OH 43548; Nature: Non-Profit Golf League for Veterans; Position: Secretary, Co-Founder; Start date 01/2024; Approximate number of hours/month: 2; 0 hours per month during trading hours; Duties include: Documentation of non-profit meetings, creating marketing materials, planning for fundraising events. (Golf outing, 5k). There is no compensation for this position. 2) 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 2024-03-22
S63 Uniform Securities Agent State Law Examination 2023-05-26
  • S65 Uniform Investment Adviser Law Examination
    2024-03-22
  • S63 Uniform Securities Agent State Law Examination
    2023-05-26

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor