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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-10 |
Branch Locations
11141 E Sr 70, Bradenton, FL 34202 • United States
6550 Cortez Road West, Bradenton, FL 34210 • United States
6620 S. Tamiami Trail, Sarasota, FL 34231 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Sarasota | FL | 06/2016 | Present |
| Fifth Third Securities | Sarasota | FL | 11/2022 | Present |
Westgate Resorts LTD - 915 Westgate Resort Rd, Gatlinburg Tn 37738 - time share rental - owner - nominal hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm ----------------------------------------------------------------------- eBay - online from Sarasota, FL 34233 - odd-lot resales - seller - 3 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-07 |
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