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38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | Dallas | TX | 08/2015 | 02/2021 |
| Truist | Dallas | TX | 02/2021 | 07/2024 |
| Fifth Third Wealth Advisors Llc | Dallas | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-08 |
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