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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-05 |
Branch Locations
1909 Highway 60 East, Valrico, FL 33594 • United States
435 S Combee Road, Lakeland, FL 33801 • United States
4012 Lakeland Hills Blvd, Lakeland, FL 33805 • United States
11710 Martin Luther King Blvd, Seffner, FL 33584 • United States
3402 Lithia-Pinecrest Rd., Valrico, FL 33594 • United States
1020 N. Us Hwy. 41, Ruskin, FL 33570 • United States
13304 Us Hwy 301 South, Riverview, FL 33569 • United States
10260 Bloomingdale Ave, Riverview, FL 33578 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Sarasota | FL | 10/2012 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 02/2018 | 05/2019 |
| Fifth Third Bank | Sarasota | FL | 05/2019 | Present |
| Fifth Third Securities | Sarasota | FL | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-10 |
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