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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-25 |
Branch Locations
1967 E Beltline Ne, Grand Rapids, MI 49525 • United States
1319 Michigan Street, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Grand Rapids | MI | 09/2014 | 03/2019 |
| Fifth Third Securities | Grand Rapids | MI | 11/2014 | 03/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 06/2019 | 04/2020 |
| Trifound Financial, Llc | Kalamazoo | MI | 03/2019 | 04/2020 |
| The Prudential Insurance Company Of America | Grand Rapids | MI | 11/2020 | 01/2021 |
| Pruco Securities, Llc | Grand Rapids | MI | 11/2020 | 01/2021 |
| Unemployed | Ada | MI | 05/2020 | 11/2020 |
| Fidelity Investments | Grand Rapids | MI | 02/2021 | 11/2021 |
| Lpl Financial Llc | Grand Rapids | MI | 12/2021 | 03/2023 |
| Maxwealth Management At Lake Michigan Credit Union | Grand Rapids | MI | 12/2021 | 04/2023 |
| Fifth Third Bank | Grand Rapids | MI | 05/2023 | Present |
| Fifth Third Securities | Grand Rapids | MI | 05/2023 | Present |
Aquinas College - 1700 Fulton St. E., Grand Rapids, MI - Adjunct music instructor - 4 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm ----------------------------------------------------------------------------- Holland Symphony Orchstra - 96 W. 15ths St. #210, Holland, MI - Principal Tuba - 3 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm ----------------------------------------------------------------------------- rental property - Thompsonville, MI 49683 - owner/landlord - 1 hr/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
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