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3777 West Fork Road, Cincinnati, OH 45247 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-27 |
| TX | RA | APPROVED | 2023-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Investment Counsel, Inc. | Cincinnati | OH | 01/2022 | Present |
| Crystal Clinic Orthopedic Center | Akron | OH | 06/2020 | 12/2021 |
| United Rentals | Cincinnati | OH | 05/2019 | 08/2019 |
| Full-Time Education | Columbus | OH | 08/2016 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-03 |
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