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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank Na | Merrillville | IN | 03/2018 | Present |
| Town Of Lowell | Lowell | IN | 01/2018 | 03/2018 |
| Aflac | Crown Point | IN | 06/2016 | 06/2018 |
| Fifth Third Securities | Merrillville | IN | 09/2022 | Present |
AFLAC - Crown Point IN 46307 -former agent - residual income - nominal hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm ------------------------------------------------------- Untangled Hope - online Crown Point IN 46307 - E-Learning - Visionary - 43 hrs/mo (1 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-14 |
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