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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-01 |
Branch Locations
2755 Old Milton Parkway, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Alpharetta | GA | 06/2025 | Present |
| New American Funding | Charlotte | NC | 02/2024 | 05/2025 |
| Summerfield Mortgage | Alpharetta | GA | 06/2021 | 02/2024 |
| Volkswagen | Marietta | GA | 02/2017 | 07/2021 |
| Brookdale Senior Living | Austin | TX | 02/2014 | 02/2017 |
| Fifth Third Securities | Alpharetta | GA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-06 |
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