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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-11-06 |
| MI | RA | APPROVED | 2017-02-24 |
Branch Locations
453 South Monroe Street, Monroe, MI 48161 • United States
2133 North Telegraph, Monroe, MI 48162 • United States
4706 N Summit Street, Toledo, OH 43611 • United States
3559 West Sterns, Lambertville, MI 48144 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Monroe | MI | 10/2011 | 02/2017 |
| Fifth Third Securities | Monroe | MI | 02/2017 | Present |
| Lpl Financial | Monroe | MI | 10/2011 | 02/2017 |
2026 CFP Board Practice Analysis Task Force - 1425 K St NW #800, Washington DC 2005 - panelist - 6 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-01 |
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