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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-02 |
Branch Locations
38 Fountain Square Plaza, Cincinnati, OH 45202 • United States
Cleves, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Humbert'S Meats | Cincinnati | OH | 06/2008 | 04/2017 |
| Ifs Financial Services | Cincinnati | OH | 02/2015 | 01/2019 |
| Touchstone Securities | Cincinnati | OH | 02/2015 | 01/2019 |
| Fidelity Brokerage Services Llc | Covington | KY | 01/2019 | 06/2020 |
| Secure Future Advisor | Kettering | OH | 06/2020 | 01/2021 |
| Unemployed | Cincinnati | OH | 01/2021 | 05/2021 |
| Fifth Third Bank | Cincinnati | OH | 05/2021 | Present |
| Fifth Third Securities | Cincinnati | OH | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-26 |
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