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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-10 |
Branch Locations
201 East Kennedy Boulevard, Tampa, FL 33602 • United States
Titusville, FL • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
| FL | RA | APPROVED | 2025-05-05 |
Branch Locations
100 Ne 3Rd Ave Ste 900, Ft Lauderdale, FL 33301 • United States
Titusville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Palm Bay | FL | 07/2016 | 11/2022 |
| Wells Fargo Clearing Services | Palm Bay | FL | 01/2017 | 11/2022 |
| Cuso Finanical Services, Lp | San Diego | CA | 11/2022 | 05/2025 |
| Fairwinds Credit Union | Orlando | FL | 11/2022 | 05/2025 |
| Ameriprise Financial Services, Llc | Fort Lauderdale | FL | 05/2025 | Present |
| Fifth Third Securities | Titusville | FL | 07/2026 | Present |
Outside Employment; Comerica Bank; Comerica Bank Employee; Employee of Comerica Bank; 100 NE third ave, , Fort Lauderdale, FL, 33301; Investment-Related; 05/02/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
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