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Current Employers
Fifth Third Wealth Advisors Llc

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-21
MI RA APPROVED 2024-01-16
  • TX RA
    APPROVED_RES
    Since 2024-02-21
  • MI RA
    APPROVED
    Since 2024-01-16

Branch Locations

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

111 Lyon Street, Grand Rapids, MI 49503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mainstreet Advisors Grand Rapids MI 01/2021 Present
Fifth Third Bank Grand Rapids MI 09/2017 12/2020
Greenleaf Trust Kalamazoo MI 02/2012 09/2017
Fifth Third Wealth Advisors Cincinatti OH 01/2024 Present
  • 01/2021 → Present
    Grand Rapids, MI
  • 09/2017 → 12/2020
    Fifth Third Bank
    Grand Rapids, MI
  • 02/2012 → 09/2017
    Greenleaf Trust
    Kalamazoo, MI
  • 01/2024 → Present
    Fifth Third Wealth Advisors
    Cincinatti, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-20
  • S65 Uniform Investment Adviser Law Examination
    2021-04-20

View on SEC IAPD

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