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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-02-27 |
Branch Locations
710 Seminole Road, Muskegon, MI 49441 • United States
55 West Main Street, Fremont, MI 49412 • 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 |
|---|---|---|---|---|
| Dynamic Wealth Advisors | Scottsdale | AZ | 10/2014 | 12/2016 |
| Rogers Wealth Management Services Llc | Grand Rapids | MI | 08/2016 | 02/2023 |
| Fifth Third Securities | Cincinnati | OH | 02/2023 | Present |
| Fifth Third Bank | Cincinnati | OH | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-13 |
| S66 | Uniform Combined State Law Examination | 2009-02-24 |
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