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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-12 |
| CT | RA | APPROVED | 2025-02-19 |
| GA | RA | APPROVED | 2024-10-18 |
| VA | RA | APPROVED | 2024-09-12 |
| NC | RA | APPROVED | 2024-05-01 |
| SC | RA | APPROVED | 2023-02-17 |
Branch Locations
150 Weaver Blvd, Weaverville, NC 28787 • United States
1803 Hendersonville Rd, Asheville, NC 28803 • United States
1 Augusta Street Suite 301, Greenville, SC 29601 • United States
2608 Woodruff Road, Simpsonville, SC 29681 • United States
1585 E. Main Street, Spartanburg, SC 29307 • United States
1510 Woodruff Road, Greenville, SC 29607 • United States
128 Montreat Rd, Black Mountain, NC 28711 • United States
567 N. Broad St, Brevard, NC 28712 • United States
406 S Main St, Sparta, NC 28675 • United States
402 S Jefferson Ave, West Jefferson, NC 28694 • United States
1667 Tynecastle Hwy, Banner Elk, NC 28604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 10/2006 | 02/2023 |
| Agia | Houston | TX | 12/2022 | 02/2023 |
| Fifth Third Bank | Greenville | SC | 02/2023 | Present |
| Fifth Third Securities | Greenville | SC | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-12 |
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