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Denise Mcginnis

Fifth Third Wealth Advisors LLC

Tarrytown, NY

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Current Employers
Fifth Third Wealth Advisors Llc

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-03
NY RA APPROVED 2023-08-01
  • TX RA
    APPROVED
    Since 2024-01-03
  • NY RA
    APPROVED
    Since 2023-08-01

Branch Locations

580 White Plains Road, Tarrytown, NY 10591 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fifth Third Wealth Advisors Cincinnati OH 07/2023 Present
Bny Mellon, N.A. White Plains NY 10/1984 07/2023
  • 07/2023 → Present
    Fifth Third Wealth Advisors
    Cincinnati, OH
  • 10/1984 → 07/2023
    Bny Mellon, N.A.
    White Plains, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-01
  • S65 Uniform Investment Adviser Law Examination
    2023-08-01
Other Names
  • Denise Lynch
  • Denise L Lynch

View on SEC IAPD

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