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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 5/3 Bank | Columbus | OH | 04/2023 | Present |
| Huntington Bank | Newark | OH | 02/2022 | 04/2023 |
| Whitt Roofing And Restoration | Columbus | OH | 03/2021 | 02/2022 |
| United States Postal Service | Mount Vernon | OH | 11/2020 | 03/2021 |
| Unemployed | Centerburg | OH | 06/2020 | 11/2020 |
| Highland Highschool | Sparta | OH | 11/2019 | 06/2020 |
| Pilot | Marengo | OH | 07/2019 | 11/2019 |
| Highland Local Schools | Sparta | OH | 09/2007 | 07/2019 |
| Fifth Third Securities | Columbus | OH | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-01 |
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