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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-12-01 |
Branch Locations
7150 Mason Montgomery Road, Mason, OH 45040 • United States
1209 Columbus Ave., Lebanon, OH 45036 • United States
122 N. Broadway, Lebanon, OH 45036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Cincinnati | OH | 03/2016 | 06/2020 |
| Nylife Securities Llc | Cincinnati | OH | 07/2016 | 06/2020 |
| Fifth Third Bank | Cincinnati | OH | 09/2016 | 06/2020 |
| Nylife Securities Llc | Cincinnati | OH | 07/2016 | 09/2016 |
| New York Life Insurance Co. | Cincinnati | OH | 03/2016 | 09/2016 |
| Fifth Third Securities | Cincinnati | OH | 03/2018 | 06/2020 |
| The Huntington Investment Company | Centerville | OH | 07/2020 | 11/2022 |
| Fifth Third Bank | Cincinnati | OH | 11/2022 | Present |
| Fifth Third Securities | Cincinnati | OH | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-13 |
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