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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-04 |
Branch Locations
8800 West Terry Street, Bonita Springs, FL 34135 • United States
15221 Tamiami Trail S., Fort Myers, FL 33908 • United States
9000 Park Royal Drive, Fort Myers, FL 33908 • United States
2898 Tamiami Trail E, Naples, FL 34112 • United States
12971 Bonita Beach Road Se, Bonita Springs, FL 34135 • United States
9021 Bonita Beach Road, Bonita Springs, FL 34135 • 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 |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2013 | Present |
| Cuna Mutual Group | Waverly | IA | 07/2013 | Present |
| Cuna Mutual Group | Deer Park | NY | 07/2013 | 05/2021 |
| Fifth Third Bank | Bonita Springs | FL | 06/2021 | Present |
| Fifth Third Securities | Bonita Springs | FL | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-07 |
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