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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Granny Nannies | Sarasota | FL | 05/2015 | 08/2017 |
| University Of South Florida | Tampa | FL | 08/2017 | 08/2018 |
| Publix | Sarasota | FL | 06/2018 | 01/2019 |
| Shared Services Center | Sarasota | FL | 11/2018 | 01/2021 |
| Publix | Parrish | FL | 01/2021 | 08/2021 |
| Covenant Metabolic Specialists | Sarasota | FL | 08/2021 | 01/2023 |
| Fifth Third Bank | Bradenton | FL | 01/2023 | 01/2024 |
| Fifth Third Bank | Sarasota | FL | 01/2024 | Present |
| Fifth Third Securities | Sarasota | FL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-28 |
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