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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-24 |
Branch Locations
7595 Vanderbilt Beach Road, Naples, FL 34119 • United States
3775 Santa Barbara Blvd., Naples, FL 34104 • United States
428 9Th Street South, Naples, FL 34102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dental Designs | Naples | FL | 12/2015 | 07/2023 |
| Fifth Third Bank | Naples | FL | 08/2023 | Present |
| Fifth Third Securities | Naples | FL | 02/2025 | 04/2026 |
| Fifth Third Securities | Naples | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-21 |
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