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38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-22 |
| TX | RA | APPROVED | 2024-01-16 |
Branch Locations
38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Highland Heights | KY | 06/2005 | 03/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2020 |
| Fifth Third Bank | Cincinnati | OH | 05/2020 | 08/2023 |
| Fifth Third Securities | Cincinnati | OH | 05/2020 | 08/2023 |
| Unemployed | Cincinnati | OH | 03/2020 | 05/2020 |
| Mainstreet Advisors | Cincinnati | OH | 08/2023 | Present |
| Fifth Third Wealth | Cincinnati | OH | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-12 |
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