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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-28 |
Branch Locations
21321 S. Tamiami Trail, Estero, FL 33928 • United States
10880 Miromar Outlet Drive, Estero, FL 33928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Estero | FL | 05/2010 | Present |
| Fifth Third Securities | Estero | FL | 10/2018 | Present |
Lily Property Services, LLC - Ft. Myers, FL - lawn/property care - co-owner - 20 hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-12 |
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