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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-07 |
Branch Locations
3775 Santa Barbara Blvd., Naples, FL 34104 • United States
95 Price Street, Naples, FL 34113 • United States
650 E. Elkcam Circle, Marco Island, FL 34145 • United States
4570 Thomasson Lane, Naples, FL 34112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Naples | FL | 05/2019 | Present |
| University Of Florida | Gainesville | FL | 08/2015 | 05/2019 |
| Fifth Third Securities | Naples | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-29 |
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