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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-03 |
Branch Locations
661 South Green River Road, Evansville, IN 47715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halo Car Wash | Newburgh | IN | 12/2017 | 04/2018 |
| Warrick County School Corporation | Boonville | IN | 05/2018 | 07/2021 |
| University Of Southern Indiana Intramurals | Evansville | IN | 01/2020 | 05/2022 |
| Door Dash | Evansville | IN | 09/2025 | 11/2025 |
| Ultimate Fit | Evansville | IN | 08/2021 | 02/2025 |
| Fifth Third Bank | Evansville | IN | 09/2022 | Present |
| Fifth Third Securities | Evansville | IN | 02/2026 | Present |
| Boonville High School | Boonville | IN | 08/2014 | 05/2018 |
| Indiana University | Bloomington | IN | 08/2018 | 05/2019 |
| University Of Southern Indiana | Evansville | IN | 08/2019 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-06 |
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