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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Good Earth Cafe | Holland | MI | 08/2018 | 07/2022 |
| Home Schooled | Hamilton | MI | 08/2003 | 05/2020 |
| Fifth Third Bank | South Haven | MI | 08/2022 | Present |
| Fifth Third Securities | South Haven | MI | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-15 |
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