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Phillip Martin

Fifth Third Securities, Inc.

Centerville, OH

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Current Employers
Fifth Third Securities, Inc.

34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-05-20
  • OH RA
    APPROVED
    Since 2022-05-20

Branch Locations

6301 Wilmington Pike, Centerville, OH 45459 • 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
Fifth Third Bank Dayton OH 10/2019 Present
Darden Middletown OH 08/2016 11/2020
College/Stay At Home Dad Springboro OH 08/2013 12/2017
Fifth Third Securities Dayton OH 05/2021 Present
  • 10/2019 → Present
    Fifth Third Bank
    Dayton, OH
  • 08/2016 → 11/2020
    Darden
    Middletown, OH
  • 08/2013 → 12/2017
    College/Stay At Home Dad
    Springboro, OH
  • 05/2021 → Present
    Fifth Third Securities
    Dayton, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-19
S63 Uniform Securities Agent State Law Examination 2022-01-07
  • S65 Uniform Investment Adviser Law Examination
    2022-05-19
  • S63 Uniform Securities Agent State Law Examination
    2022-01-07

View on SEC IAPD

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RIDGELINE WEALTH PLANNING LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOUNDERS FINANCIAL SECURITIES LLC

Other Investors

JANICE MARIE CHINN
Richard Burkes
VICKEY LEE PARKS
PHILLIP JAMES JOHNSON
JERRY HENDERSON
TOBIAS MATTHEW JONES
Micah Paul McCollum
BRIAN KEITH SCHULTZ

Other Offices

PFS INVESTMENTS INC. · CENTERVILLE, OH
MCCOLLUM INVESTMENT ADVISORS · DAYTON, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Dayton, OH
J.P. MORGAN SECURITIES LLC · DAYTON, OH
PNC WEALTH MANAGEMENT LLC · DAYTON, OH
RIDGELINE WEALTH PLANNING LLC · CENTERVILLE, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Dayton, OH
FOUNDERS FINANCIAL SECURITIES LLC · Dayton, OH

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