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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-29 |
Branch Locations
5620 South Pennsylvania, Lansing, MI 48911 • United States
606 W. Columbia Street, Mason, MI 48854 • United States
630 Capital Sw, Battle Creek, MI 49015 • United States
1190 W Argyle Street, Jackson, MI 49202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harold Zeigler Auto Group | Kalamazoo | MI | 09/2013 | 08/2018 |
| Raymond James & Associates | Kalamazoo | MI | 08/2018 | 11/2020 |
| St. Catherine's Of Sienna | Portage | MI | 09/2019 | 11/2020 |
| Edward Jones | St. Louis | MO | 11/2020 | 12/2022 |
| Flagstar Bank | Portage | MI | 12/2022 | 01/2025 |
| Infinex Investments, Inc. | Meriden | CT | 12/2022 | 01/2024 |
| Lpl Financial | Portage | MI | 02/2024 | 01/2025 |
| Fifth Third Bank | Jackson | MI | 01/2025 | Present |
| Fifith Third Securities | Jackson | MI | 01/2025 | Present |
Cleankill Truck Wash, LLC - Parma, MI 49269 - fleet power washing - co-owner - 5 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-21 |
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