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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 |
|---|---|---|---|---|
| Fifth Third Bank | Perrysburg | OH | 11/2023 | Present |
| American Income Life Insurance Company | Perrysburg | OH | 06/2023 | 11/2023 |
| Trine University Ice Rink | Toledo | OH | 12/2022 | 05/2023 |
| Rgis Inventory Solutions | Toledo | OH | 06/2022 | 12/2022 |
| Fast Signs | Toledo | OH | 05/2021 | 08/2021 |
| Trine University | Angola | IN | 01/2020 | 05/2023 |
| Bowling Green State University | Bowling Green | OH | 08/2019 | 12/2019 |
| Tractor Supply Co | Bowling Green | OH | 06/2019 | 12/2019 |
| Perrysburg High School | Perrysburg | OH | 08/2015 | 05/2019 |
| Fifth Third Securities | Perrysburg | OH | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-28 |
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