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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-07-11 |
Branch Locations
530 Baldwin St., Jenison, MI 49428 • United States
4520 Lake Michigan Dr., Grand Rapids, MI 49534 • United States
6485 28Th Street Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Gaylord | MI | 02/2021 | Present |
| Chemical Bank/Tcf Bank | Gaylord | MI | 01/2020 | 02/2021 |
| Central Michigan University | Mount Pleasant | MI | 08/2017 | 12/2019 |
| Boyne Mountain Resort | Boyne Falls | MI | 06/2017 | 08/2017 |
| Gaylord High School | Gaylord | MI | 08/2013 | 06/2017 |
| Fifth Third Securities | Gaylord | MI | 02/2023 | Present |
| Lucky's Steakhouse | Gaylord | MI | 08/2020 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-03 |
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