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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Hurricane | WV | 08/2022 | Present |
| Edward Jones | Wheeling | WV | 06/2019 | 08/2022 |
| At&T Call Center | Wheeling | WV | 11/2018 | 06/2019 |
| Pnc Bank | Steubenville | OH | 01/2017 | 08/2018 |
| Cvs Pharmacy | Wheeling | WV | 10/2008 | 01/2017 |
| Fifth Third Securities | Hurricane | WV | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-02 |
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