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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-10 |
Branch Locations
2425 Holiday Hills, Traverse City, MI 49686 • United States
120 Ames Street, Elk Rapids, MI 49629 • United States
102 West Front Street, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wedbush Securities Inc. | Traverse City | MI | 05/2015 | 05/2023 |
| Fifth Third Bank | Traverse City | MI | 05/2023 | Present |
| Fifth Third Securities | Traverse City | MI | 05/2023 | Present |
rental property - Drummond Island, MI 49726 - owner/landlord - nominal hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-07 |
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