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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-10-31 |
Branch Locations
12231 Us Hwy 19, Bayonet Point, FL 34667 • United States
2022 Bruce B. Downs Boulevard, Wesley Chapel, FL 33544 • United States
22850 State Road 54, Lutz, FL 33549 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Bayonet Point | FL | 11/2005 | Present |
| Fifth Third Securities | Bayonet Point | FL | 10/2013 | Present |
Rental property - WINDSOR, CO, 80550 - owner/landlord - nominal hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm --------------------------------------------------------- Rental property - 3388 W. Cypress Dr., Dunellon, FL 34433 - owner/landlord - nominal hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-07 |
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