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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Lima | OH | 05/2022 | Present |
| Cridersville Church Of The Nazarene | Cridersville | OH | 04/2020 | Present |
| Sleep Number | Fort Wayne | IN | 08/2021 | 04/2022 |
| Comcast | Fort Wayne | IN | 08/2020 | 08/2021 |
| Lowe's | Fort Wayne | IN | 02/2018 | 08/2020 |
| Best Buy | Fort Wayne | IN | 09/2010 | 02/2018 |
| Fifth Third Securities | Lima | OH | 11/2025 | Present |
Cridersville Church of the Nazarene - 500 S Dixie Hwy, Cridersville, OH 45806 - church - Assistant Pastor - 20 hrs. mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
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