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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-31 |
Branch Locations
8584 Princeton-Glendale Rd., West Chester, OH 45069 • United States
7300 Yankee Rd., Middletown, OH 45044 • United States
8000 Princeton Glendale Rd, West Chester, OH 45069 • United States
8975 Lakota Drive West, West Chester, OH 45069 • United States
5250 Newtown Drive, Liberty Township, OH 45011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Dayton | OH | 07/2018 | Present |
| Burcheyes | Houston | TX | 01/2018 | 07/2018 |
| Evolution Foods | Sarasota | FL | 11/2017 | 01/2018 |
| Options Medical | Gainesville | FL | 01/2016 | 11/2016 |
| Real Fitness Sarasota | Sarasota | FL | 01/2012 | 01/2018 |
| Fifth Third Securities | Dayton | OH | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-22 |
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