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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank, N.A. | Willoughby | OH | 12/2022 | Present |
| Rocket Mortgage | Cleveland | OH | 01/2022 | 12/2022 |
| Progressive | Mayfield | OH | 03/2021 | 12/2021 |
| John Carroll University | University Heights | OH | 01/2020 | 01/2021 |
| Bob Evans | Mentor | OH | 01/2019 | 02/2020 |
| Firehouse Grille | Willoughby Hills | OH | 06/2017 | 01/2019 |
| Greer Agency | Garfield Heights | OH | 05/2016 | 05/2017 |
| Fifth Third Securities, Inc. | Willoughby | OH | 08/2024 | Present |
Etsy - Mentor, OH 44060 - online craft sales - crafter/seller - 1 hr/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm --------------------------------------- Sullivan Vending LLC - Mentor, OH 44060 - vending machines - co-owner - 5 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-18 |
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