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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-04 |
Branch Locations
11501 Curry Ford Rd, Orlando, FL 32828 • United States
200 E. Robinson St., Orlando, FL 32801 • United States
1401 Lee Road Suite 100, Orlando, FL 32810 • United States
2324 Sand Lake Rd., Orlando, FL 32809 • United States
5351 South Semoran Blvd, Orlando, FL 32822 • United States
8600 Lee Vista Blvd, Orlando, FL 32825 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 08/2018 | 04/2026 |
| Alfaomega Financial Group | Kissimmee | FL | 03/2016 | 08/2018 |
| Home Depot | St. Cloud | FL | 03/2017 | 08/2017 |
| Bank Of America, N.A. | Orlando | FL | 09/2018 | 04/2026 |
| Fifth Third Bank | Orlando | FL | 04/2026 | Present |
| Fifth Third Securities | Orlando | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2013-07-13 |
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