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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-12-17 |
| OH | RA | APPROVED | 2025-12-17 |
| IN | RA | APPROVED | 2025-12-09 |
Branch Locations
3443 East State Road 32, Westfield, IN 46074 • United States
9280 Montgomery Road Suite 300, Montgomery, OH 45242 • United States
38 Fountain Square Plaza, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Rochester | NY | 03/2014 | 06/2021 |
| Pfs Investmetns Inc. | Rochester | NY | 04/2018 | 06/2021 |
| Fedex | Rochester | NY | 10/2017 | 12/2018 |
| Heartland Payment Systems | Rochester | NY | 07/2017 | 10/2017 |
| Examone | Rochester | NY | 12/2014 | 07/2017 |
| American Portfolios Financial Services | Rochester | NY | 06/2021 | 08/2022 |
| Lpl, Financial Llc | Westfield | IN | 08/2022 | 12/2025 |
| Community First Bank Of In | Westfield | IN | 09/2022 | 12/2025 |
| Fifth Third Bank | Westfield | IN | 12/2025 | Present |
| Fifth Third Securities | Westfield | IN | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-26 |
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