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38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-24 |
| ME | RA | APPROVED | 2024-03-06 |
| TX | RA | APPROVED | 2024-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | Tampa | FL | 01/2008 | 02/2024 |
| Fifth Third Wealth Advisors Llc | Tampa | FL | 02/2024 | Present |
Serve on the Vestry of St. Ann's Episcopal Church and serve as Co-Chair of the Finance Committee and Chair of the Investment Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-28 |
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