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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | The Woodlands | TX | 09/2014 | 09/2016 |
| Customer Impact, Llc | College Station | TX | 10/2016 | 04/2017 |
| Steele Resources, Llc | Tyler | TX | 05/2017 | 11/2019 |
| Amegy Bank | The Woodlands | TX | 11/2019 | 07/2024 |
| Lpl Financial Llc | The Woodlands | TX | 07/2020 | 07/2024 |
| Fifth Third Bank | The Woodlands | TX | 08/2024 | Present |
| Fifth Third Securities | The Woodlands | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-13 |
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