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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank, N.A. | Ferrysburg | MI | 06/2022 | Present |
| Macatawa Bank | Grand Haven | MI | 08/2020 | 06/2022 |
| Grand Canyon University | Pheonix | AZ | 01/2021 | 08/2022 |
| Grand Valley State University | Allendale | MI | 06/2019 | 01/2021 |
| Americorps | Kentwood | MI | 12/2018 | 06/2019 |
| Great Lakes Chili Dogs | Grand Haven | MI | 05/2018 | 12/2018 |
| Grand Haven High School | Grand Haven | MI | 08/2014 | 05/2018 |
| Fifth Third Securities, Inc. | Ferrysburg | MI | 11/2024 | Present |
Broadway Baptist Church - 2860 Oak Ln, Muskegon, MI 49444 - Church - Assistant Pastor - 60 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-11 |
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