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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-12-13 |
| IN | RA | APPROVED | 2023-05-05 |
Branch Locations
2101 Stanley Road, Plainfield, IN 46168 • United States
947 North Green Street, Brownsburg, IN 46112 • United States
10595 E Us Hwy 36, Avon, IN 46123 • United States
8430 Windfall Lane, Camby, IN 46113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bancorp | Indianapolis | IN | 11/2021 | Present |
| Health Spot Llc | Fishers | IN | 04/2021 | 11/2021 |
| Columbus Supplement Store | Columbus | IN | 01/2017 | 04/2021 |
| Blueprint Supplements | Columbus | IN | 01/2016 | 04/2021 |
| University Of Southern Indiana | Evansville | IN | 08/2013 | 12/2017 |
| Fifth Third Securities | Indianapolis | IN | 11/2022 | Present |
The Scientific Trainer dba Executive Wellness Solutions - 1459 Trophy Dr., Fishers, IN 46038 - wellness coaching - owner - 8 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-04 |
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