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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-11 |
Branch Locations
3800 N Federal Hwy, Lighthouse Point, FL 33064 • United States
2525 N University Drive, Coral Springs, FL 33065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Coral Springs | FL | 05/2007 | 02/2026 |
| Wells Fargo Advisors Llc | Lighthouse Point | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lighthouse Point | FL | 11/2016 | 02/2026 |
| Fifth Third Bank | Lighthouse Point | FL | 02/2026 | Present |
| Fifth Third Securities | Lighthouse Point | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-22 |
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