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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-17 |
| IL | RA | APPROVED | 2018-07-13 |
| IN | RA | APPROVED | 2018-07-13 |
Branch Locations
201 W. Washington Street, Sullivan, IN 47882 • United States
5627 S. Us Highway 41, Terre Haute, IN 47802 • United States
2804 N. 44Th Street, Phoenix, AZ 85008 • United States
3200 E. Camelback Road Suite 150, Phoenix, AZ 85018 • United States
2025 W. Happy Valley Road, Phoenix, AZ 85085 • United States
925 N. Dobson Road, Mesa, AZ 85201 • United States
7170 E. Mcdowell Road, Scottsdale, AZ 85257 • United States
1959 E. Camelback Road, Phoenix, AZ 85016 • United States
3200 N. Central Suite 100, Phoenix, AZ 85012 • United States
1825 S. Val Vista Drive, Mesa, AZ 85204 • 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 Advisors Llc | Terre Haute | IN | 07/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Terre Haute | IN | 11/2016 | 07/2018 |
| Fith Third Bank | Terre Haute | IN | 07/2018 | Present |
| Fifth Third Securities | Terre Haute | IN | 07/2018 | Present |
Anthem, Humana, UHC - various locations - previous agent - residual income - 0 hrs/mo - no new business - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-10 |
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