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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-14 |
Branch Locations
8901 Darrow Road, Twinsburg, OH 44087 • United States
353 W. Garfield Rd., Aurora, OH 44202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fox Chapel School District | Pittsburgh | PA | 08/2004 | 07/2017 |
| Mercyhurst University | Erie | PA | 08/2017 | 07/2022 |
| Snap Medical Industries Llc | Columbus | OH | 08/2022 | 06/2023 |
| Fifth Third Bank | Cleveland | OH | 07/2023 | Present |
| Fifth Third Securities | Cleveland | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-06 |
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