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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Services | Covington | KY | 02/2007 | 07/2017 |
| Fidelity Brokerage Services Llc | Covington | KY | 01/2008 | 07/2017 |
| Unemployed | Cincinnati | OH | 07/2017 | 11/2019 |
| Amazon | Cincinnati | OH | 11/2019 | 01/2020 |
| Fifth Third Bank | Cincinnati | OH | 02/2020 | Present |
| Fifth Third Securities | Cincinnati | OH | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-14 |
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