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Current Employers
Fifth Third Securities, Inc.

34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-07-26
  • MI RA
    APPROVED
    Since 2023-07-26

Branch Locations

66 Kercheval, Grosse Pointe Farms, MI 48236 • United States

20065 Mack Avenue, Grosse Pointe Woods, MI 48236 • United States

30700 Van Dyke Ave., Warren, MI 48093 • United States

100 Cass Ave., Mt. Clemens, MI 48043 • United States

35275 Gratiot Ave, Clinton Township, MI 48035 • United States

25950 Gratiot Ave., Roseville, MI 48066 • United States

14820 Gratiot, Detroit, MI 48205 • United States

3201 E. Jefferson, Detroit, MI 48207 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allianz Life Insurance Company Of North America Minneapolis MN 07/2022 Present
Allianz Life Financial Services, Llc Minneapolis MN 07/2022 Present
Self-Employed Allen Park MI 03/2016 07/2022
Fifth Third Bank Grosse Pointe MI 06/2023 Present
Self-Employed Allen Park MI 02/2023 06/2023
Allianz Allen Park MI 07/2022 02/2023
Self-Employed Allen Park MI 04/2016 07/2022
Fifth Third Securities Grosse Pointe MI 06/2023 Present
  • 07/2022 → Present
    Allianz Life Insurance Company Of North America
    Minneapolis, MN
  • 07/2022 → Present
    Allianz Life Financial Services, Llc
    Minneapolis, MN
  • 03/2016 → 07/2022
    Self-Employed
    Allen Park, MI
  • 06/2023 → Present
    Fifth Third Bank
    Grosse Pointe, MI
  • 02/2023 → 06/2023
    Self-Employed
    Allen Park, MI
  • 07/2022 → 02/2023
    Allianz
    Allen Park, MI
  • 04/2016 → 07/2022
    Self-Employed
    Allen Park, MI
  • 06/2023 → Present
    Fifth Third Securities
    Grosse Pointe, MI
Previous Registrations
  • 2011-03-25 → 2016-04-11
    Essex National Securities, Llc
    St. Clair Shores, MI
    Troy, MI
    Clinton Township, MI
    Southgate, MI
    Canton, MI
    Taylor, MI
  • 2001-12-10 → 2006-06-05
    Lasalle Financial Services, Inc.
    Westland, MI
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-26
S63 Uniform Securities Agent State Law Examination 2022-09-23
S65 Uniform Investment Adviser Law Examination 1998-07-22
  • S66 Uniform Combined State Law Examination
    2023-07-26
  • S63 Uniform Securities Agent State Law Examination
    2022-09-23
  • S65 Uniform Investment Adviser Law Examination
    1998-07-22
Other Names
  • Lance Edward Tabbert

View on SEC IAPD

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