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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-25 |
Branch Locations
9041 College Parkway, Fort Myers, FL 33919 • United States
42031 Cypress Pkwy Suite 1, Babcock Ranch, FL 33982 • United States
120 W Mckenzie St, Punta Gorda, FL 33950 • United States
11511 Sr82, Ft Myers, FL 33913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Fort Myers | FL | 01/2014 | Present |
| Fifth Third Securities | Fort Myers | FL | 02/2016 | 12/2022 |
| Fifth Third Securities | Fort Myers | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-12 |
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