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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-08 |
Branch Locations
11206 Providence Road West, Charlotte, NC 28277 • United States
1625 East Woodlawn Rd, Charlotte, NC 28209 • United States
225 S. Sharon Amity Rd, Charlotte, NC 28211 • United States
7530 Pineville Matthews Rd, Charlotte, NC 28226 • United States
355 E. Woodlawn Road, Charlotte, NC 28217 • United States
915 Providence Road, Charlotte, NC 28207 • United States
7926-A Rea Road, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Charlotte | NC | 04/2020 | Present |
| Getz Insurance State Farm | Huntersville | NC | 01/2019 | 03/2020 |
| Mmd Of Charlotte Geico Insurance | Charlotte | NC | 01/2018 | 10/2018 |
| Sitel Usaa Insurance | Spartanburg | SC | 01/2017 | 01/2018 |
| Southeastern Grocers Bi-Lo | Chesnee, Columbia | SC | 08/2011 | 01/2017 |
| Unemployed | Charlotte | NC | 10/2018 | 01/2019 |
| Fifth Third Securities | Charlotte | NC | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-08 |
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