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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-27 |
Branch Locations
50 Central Ave., Sarasota, FL 34236 • United States
5441 45Th Street East, Bradenton, FL 34203 • United States
4902 S. Tamiami Trail, Sarasota, FL 34231 • United States
6265 N Tuttle Ave, Sarasota, FL 34243 • United States
3740 Bee Ridge Road, Sarasota, FL 34233 • United States
5942 14Th Street West, Bradenton, FL 34207 • United States
6620 S. Tamiami Trail, Sarasota, FL 34231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pittsburgh | Pittsburgh | PA | 08/2016 | 05/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2017 | 03/2021 |
| Signature Securities Group | Jackson Heights | NY | 04/2021 | 12/2021 |
| Gabor Financial Solutions, Lingren Llc | Fort Washington | PA | 07/2022 | 10/2022 |
| Unemployed | Tampa | FL | 01/2022 | 07/2022 |
| Unemployed | Tampa | FL | 10/2022 | 03/2023 |
| Charles Schwab & Co., Inc | Sarasota | FL | 03/2023 | 02/2026 |
| Charles Schwab Bank, Ssb | Sarasota | FL | 03/2023 | 02/2026 |
| Capital Analysts | Tampa | FL | 07/2022 | 10/2022 |
| Lincoln Investment | Tampa | FL | 07/2022 | 10/2022 |
| Fifth Third Bank | Sarasota | FL | 02/2026 | Present |
| Fifth Third Securities | Sarasota | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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