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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-27 |
Branch Locations
1600 Cape Coral Parkway East, Cape Coral, FL 33904 • United States
2402 Surfside Blvd, Cape Coral, FL 33991 • United States
1522 Cape Coral Parkway West, Cape Coral, FL 33914 • United States
1801 Pine Island Road, Cape Coral, FL 33909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cape Coral | FL | 12/2006 | Present |
| Fifth Third Securities | Cape Coral | FL | 11/2011 | Present |
David C. Lambert PA - 2727 SW 17th Pl. Cape Coral FL 33914 - Real Estate - administrative assistance - 1 hr/mo (0 during trading hrs) - not investment related - will not interfere with duties at firm ----------------------------------------------------------------------------------------------- rental property - Cape Coral, FL 33991 - owner/landlord - nominal hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm ----------------------------------------------------------------------------------------------- rental property - Levering, MI 49755 - owner/landlord - 4 hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-10 |
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