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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-20 |
Branch Locations
8800 West Terry Street, Bonita Springs, FL 34135 • United States
15221 Tamiami Trail S., Fort Myers, FL 33908 • United States
2898 Tamiami Trail E, Naples, FL 34112 • United States
12971 Bonita Beach Road Se, Bonita Springs, FL 34135 • United States
9021 Bonita Beach Road, Bonita Springs, FL 34135 • United States
9000 Park Royal Drive, Fort Myers, FL 33908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Bonita Springs | FL | 06/2012 | Present |
| Fifth Third Securities | Bonita Springs | FL | 10/2015 | Present |
rental property - 27095 Matheson Ave #102, Bonita Springs, FL 34135 - rental property - owner/landlord - not investment related -nominal hrs/month (0 mkt hrs) - will not interfere with duties at firm -------------------------------------------------------------------------------- rental property - 6354 Royal Woods Dr., Ft. Myers, FL 33908 - rental property - owner/landlord - not investment related -nominal hrs/month (0 mkt hrs) - will not interfere with duties at firm -------------------------------------------------------------------------------- rental property - 20630 Westsilver Palm Dr., Estero, FL 33928 - rental property - owner/landlord - not investment related - nominal hrs/month (0 mkt hrs) - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-07 |
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