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34 Fountain Square Plaza Md 1090Am, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-09 |
Branch Locations
670 Kristine Way, The Villages, FL 32163 • United States
2495 Burnsed Boulevard, The Villages, FL 32163 • United States
3910 Wedgewood Lane, The Villages, FL 32162 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Boca Raton | FL | 11/2012 | 09/2021 |
| Wells Fargo Clearing Services, Llc. | Boca Raton | FL | 05/2017 | 09/2021 |
| J.P. Morgan Securities Llc | Boca Raton | FL | 10/2021 | 05/2022 |
| Jp Morgan Chase Bank, N.A. | Boca Raton | FL | 09/2021 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 06/2022 | 05/2025 |
| Wells Fargo Bank, Na | Fort Lauderdale | FL | 06/2022 | 05/2025 |
| Fifth Third Bank | The Villages | FL | 05/2025 | Present |
| Fifth Third Securities | The Villages | FL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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