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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-04-21 |
| IN | RA | APPROVED | 2020-01-29 |
Branch Locations
6026 Lima Road, Fort Wayne, IN 46818 • United States
720 E. Dupont Road, Fort Wayne, IN 46825 • United States
100 Growth Parkway, Angola, IN 46703 • United States
702 N Clinton St., Defiance, OH 43512 • United States
5925 Illinois Road, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Wayne | IN | 09/2014 | 01/2020 |
| Bank Of America, N.A. | Fort Wayne | IN | 12/2014 | 01/2020 |
| Fifth Third Bank | Fort Wayne | IN | 01/2020 | Present |
| Fifth Third Securities | Fort Wayne | IN | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-17 |
| S65 | Uniform Investment Adviser Law Examination | 2014-07-25 |
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