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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-11-04 |
Branch Locations
7210 Tryon Rd, Cary, NC 27518 • United States
7704 Carpenter Fire Station Road, Cary, NC 27519 • United States
205 S. Estes Dr, Chapel Hill, NC 27514 • United States
1725 High House Road, Cary, NC 27513 • United States
1397 Kildaire Farm Road, Cary, NC 27511 • United States
1133 West Nc-54, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Garner | NC | 04/2020 | Present |
| Suntrust Bank | Raleigh | NC | 12/2017 | 03/2020 |
| Chipotle Mexican Grill | New York | NY | 03/2011 | 11/2017 |
| Fifth Third Securities | Garner | NC | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-25 |
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