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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-13 |
| OH | RA | APPROVED | 2019-09-13 |
Branch Locations
3004 Daniels Rd, Winter Garden, FL 34787 • United States
2900 Maguire Road, Ocoee, FL 34761 • United States
6735 Conroy Road Suite 118, Orlando, FL 32835 • United States
1350 Roper Blvd, Clermont, FL 34711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reynolds And Reynolds | Kettering | OH | 06/2014 | 04/2018 |
| Fifth Third Bank | Huber Heights | OH | 04/2018 | Present |
| Fifth Third Securities | Huber Heights | OH | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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