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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-11-06 |
Branch Locations
2203 45Th St, Highland, IN 46322 • United States
8007 Calumet Avenue, Munster, IN 46321 • United States
310 East Joliet Street, Crown Point, IN 46307 • 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 |
|---|---|---|---|---|
| Community Foundation Of Northwest Indiana | Munster | IN | 05/2015 | 09/2016 |
| Fifth Third Bank | Evergreen Park | IL | 09/2016 | Present |
| Fifth Third Securities | Evergreen Park | IL | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-24 |
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