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3777 West Fork Road, Cincinnati, OH 45247 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-09 |
Branch Locations
3777 West Fork Road, Cincinnati, OH 45247 • United States
7755 Montgomery Rd. Suite 400, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boys & Girls Club Of Westchester Liberty | West Chester | OH | 06/2017 | 08/2017 |
| Indiana University | Bloomington | IN | 09/2016 | 05/2020 |
| J.P. Morgan Chase & Co. | Columbus | OH | 06/2020 | 05/2022 |
| Johnson Investment Counsel | Cincinnati | OH | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-20 |
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