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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-03 |
Branch Locations
114 Hancock Bridge Pwky, Cape Coral, FL 33991 • United States
2402 Surfside Blvd, Cape Coral, FL 33991 • United States
11550 Majestic Palms Blvd, Fort Myers, FL 33908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Heritage | Cape Coral | FL | 12/2018 | 09/2019 |
| Fifth Third Bank | Cape Coral | FL | 12/2019 | Present |
| United States Postal Service | Cape Coral | FL | 09/2015 | 12/2019 |
| Fifth Third Securities | Cape Coral | FL | 04/2022 | Present |
Rental property - 2120 NW 18TH AVE CAPE CORAL FL 33993 - owner/landlord - nominal hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-28 |
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