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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Hendersonville | TN | 11/2023 | Present |
| Homemaker | Portland | TN | 11/2022 | 11/2023 |
| Macon Bank & Trust | Gallatin | TN | 09/2022 | 11/2022 |
| Capstar Bank | Nashville | TN | 06/2022 | 09/2022 |
| Volunteer State Bank | Portland | TN | 11/2017 | 06/2022 |
| Us Bank | Gallatin | TN | 09/2015 | 11/2017 |
| Fifth Third Securities | Hendersonville | TN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-08 |
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