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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-09-29 |
| NJ | RA | APPROVED | 2025-09-29 |
| OH | RA | APPROVED | 2016-11-17 |
Branch Locations
6301 Wilmington Pike, Centerville, OH 45459 • United States
39 West Whipp Rd, Dayton, OH 45459 • United States
120 Alexandersville Road, Miamisburg, OH 45342 • United States
925 S Main St, Centerville, OH 45458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Beavercreek | OH | 03/2010 | Present |
| Fifth Third Securities | Beavercreek | OH | 06/2011 | Present |
RENTAL PROPERTY - NOT INVESTMENT RELATED - 4548 GALLUP AVE, SARASOTA, FL 34233 - OWNER - 1 HOUR/MONTH WILL NOT INTERFERE WITH DUTIES AT FIRM - COLLECT RENTS, CALL REPAIRS IF NEEDED ----------------------- RENTAL PROPERTY (4) - NOT INVESTMENT RELATED - Kettering, OH, 45440 - OWNER - 2 HOUR/MONTH WILL NOT INTERFERE WITH DUTIES AT FIRM ----------------------- RENTAL PROPERTY (2) - NOT INVESTMENT RELATED - Beavercreek, OH, 45430 - OWNER - 1 HOUR/MONTH WILL NOT INTERFERE WITH DUTIES AT FIRM ----------------------- Rassi Reality LLC - Beavercreek, OH - rental property - owner/landlord - 5 hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm ----------------------- Buckeye Bros Investments LLC - Beavercreek, OH 45430 - real estate - member/owner - 15 hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm ----------------------- 5010 Woodbine LLC - 5010 Woodbine Ave, Dayton, Oh 45432 - rental property - owner/landlord - nominal hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm ----------------------- 5010 Woodbine II LLC - 5016 Woodbine Ave, Dayton, Oh 45432 - rental property - owner/landlord - nominal hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-07 |
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