DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

JOSEPH GIAR

Advisor at TOUCHSTONE ADVISORS INC

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:203b701a-dd7e-bb03-3b9e-639d4cd3ce6e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TOUCHSTONE ADVISORS INC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 9, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 9, 2009
First registration: Dec 14, 2009
Dual registered: yes, broker-dealer
IAPD individual key: 5719492

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TOUCHSTONE ADVISORS INC	Asset manager	Mar 20, 2026	n/a	yes	CINCINNATI, OH	Current employment
NATIXIS ADVISORS, LLC	Bd affiliated wealth	Mar 10, 2014	Mar 18, 2026	no	BOSTON, MA\|Dallas, TX\|BOSTON, MA\|Minneapolis, MN\|Dallas, TX\|Minneapolis, MN	Previous registration
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	Asset manager	May 1, 2010	Feb 11, 2014	no	MINNEAPOLIS, MN\|BOSTON, MA	Previous registration
BOFA ADVISORS, LLC	Former SEC adviser	Dec 14, 2009	May 1, 2010	no	n/a	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NATIXIS ADVISORS, LLC	TOUCHSTONE ADVISORS INC	Mar 18, 2026	Mar 20, 2026	2	Firm change	Other
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	NATIXIS ADVISORS, LLC	Feb 11, 2014	Mar 10, 2014	27	Firm change	Other
BOFA ADVISORS, LLC	COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	May 1, 2010	May 1, 2010	0	Bulk transfer	Other

Relationships

Registered with (4)

→ TOUCHSTONE ADVISORS INCRegistered adviserregistration: current employment
Mar 20, 2026 to presentfactForm ADV
→ NATIXIS ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 10, 2014 to Mar 18, 2026factForm ADV
→ COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCRegistered adviserregistration: previous registration
May 1, 2010 to Feb 11, 2014factForm ADV
→ BOFA ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 14, 2009 to May 1, 2010factForm ADV

Dated events

Occurred
Mar 18, 2026
Advisor changed firm
Joseph Giar left Natixis Advisors, Llc for Touchstone Advisors Inc (registered 2026-03-20)
Form ADVobserved 5 days ago