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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Naples | FL | 02/2023 | 04/2025 |
| Doherty Enterprise | Fort Myers | FL | 12/2021 | 02/2023 |
| Fifth Third Bank | Fort Myers | FL | 04/2021 | 12/2021 |
| Doherty Enterprise | Fort Myers | FL | 12/2015 | 05/2021 |
| Doherty Enterprise | Fort Myers | FL | 07/2013 | 04/2021 |
| Fifth Third Bank | Fort Myers | FL | 05/2025 | Present |
| Fifth Third Securities | Fort Myers | FL | 05/2025 | Present |
Rental - 19892 Green Pasture Rd Lehigh Acres, FL 33974 - owner/landlord - 4 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-21 |
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