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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-15 |
Branch Locations
680 West Waterloo Street, Canal Winchester, OH 43110 • United States
6935 E Main St, Reynoldsburg, OH 43068 • United States
2883 Taylor Rd., Reynoldsburg, OH 43068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Columbus | OH | 11/2021 | Present |
| Resource International | Columbus | OH | 06/2018 | 10/2021 |
| Terracon | Columbus | OH | 07/2017 | 06/2018 |
| Wittenberg University | Springfield | OH | 07/2013 | 07/2017 |
| Fifth Third Securities | Columbus | OH | 11/2022 | Present |
Calendine Carpentry - 14951 Plazier rd Ashville OH, 43103 - carpentry - carpenter - 10 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm ------------------------------------------------------------- Cottage Cart - 14951 Plazier rd Ashville OH, 43103 - produce cart - farmer - 2 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-10 |
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