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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third | Cadillac | MI | 10/2021 | Present |
| Macdonald Garber Broadcasting | Cadillac | MI | 06/2021 | 09/2021 |
| Samaritas Senior Living | Cadillac | MI | 01/2020 | 06/2021 |
| Charter Communications | Cadillac | MI | 12/2018 | 01/2020 |
| Homemaker | Mobile | AL | 09/2010 | 12/2018 |
| Fifth Third Securities | Cadillac | MI | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-05 |
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