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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyline Chili | West Chester | OH | 04/2016 | 12/2016 |
| Heritage Club | Mason | OH | 03/2017 | 04/2020 |
| Courtyard Cafe | Columbus | OH | 09/2018 | 03/2019 |
| Chipotle | Columbus | OH | 09/2019 | 03/2020 |
| Grubhub | Columbus | OH | 04/2020 | 08/2023 |
| Fifth Third Bank, N.A. | Columbus | OH | 08/2023 | Present |
| Fifth Third Securities, Inc. | Columbus | OH | 10/2024 | Present |
Scioto Country Club - 2196 Riverside Dr. Columbus, OH 43221 - country club - golf caddie - 8 hrs/mo (4 mkt hrs) - not securities related - will not interfere with duties at firm ----------------------------------------------------------------------------------------- DoorDash - Columbus, OH 43215 - personal delivery service - delivery driver - 15 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-14 |
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