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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| KY | RA | APPROVED | 2023-09-20 |
| OH | RA | APPROVED | 2023-09-20 |
| FL | RA | APPROVED | 2021-12-10 |
Branch Locations
200 E. Robinson St., Orlando, FL 32801 • United States
Saint Cloud, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cruises Inc/Dream Vacations | Ft. Lauderdale | FL | 08/2003 | Present |
| Wells Fargo Advisors Llc | Orlando | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 07/2021 |
| Fifth Third Bank | Orlando | FL | 11/2021 | Present |
| Unemployed | Orlando | FL | 08/2021 | 11/2021 |
| Fifth Third Securities | Orlando | FL | 12/2021 | Present |
Dream Vacations - St. Cloud, FL 34772 - travel agency - franchise owner, travel specialist - 20 hrs/mo (1 during mkt hrs) - not securities related - will not interfere with duties at firm ------------------------------------------------------------------------ rental property - St. Cloud, FL 34772 - owner/landlord - nominal hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-06 |
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