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50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
Branch Locations
50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Cincinnati | OH | 06/2011 | 03/2020 |
| Mariner Wealth Advisors | Cincinnati | OH | 06/2022 | 08/2024 |
| Fifth Third Bank | Cincinnati | OH | 03/2020 | 06/2022 |
| Journey Advisory Group | Covignton | KY | 08/2024 | Present |
Freestore Foodbank, Inc, Investment related: N, Cincinnati, OH, food bank, non-profit board position, Board Member, Jan 25, 2024, 2 hours per month, 3 hours during trading hours, vote on financials, the mission & vision of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-07 |
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