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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-05-24 |
Branch Locations
225 North West Street, Lima, OH 45801 • United States
1311 Bellefontaine Street, Wapakoneta, OH 45895 • United States
983 North Cable Road, Lima, OH 45805 • United States
702 N Clinton St., Defiance, OH 43512 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 07/2009 | 05/2018 |
| Huntington National Bank | Lima | OH | 05/2009 | 10/2017 |
| Fifth Third Bank | Lima | OH | 05/2018 | Present |
| Fifth Third Securities | Lima | OH | 05/2018 | Present |
Elida High School - 401 E. North St Elida, OH 45807 - baseball coach - 10 hrs/mo (3 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 2013-09-09 |
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