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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-30 |
| FL | RA | APPROVED | 2023-11-27 |
| OH | RA | APPROVED | 2023-11-24 |
| KY | RA | APPROVED | 2018-11-20 |
Branch Locations
3061 Harrodsburg Road, Lexington, KY 40513 • United States
3100 Richmond Road, Lexington, KY 40509 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Lexington | KY | 06/2016 | Present |
| Fifth Third Securities | Lexington | KY | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-07 |
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