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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-06 |
Branch Locations
13001 North Dale Mabry Highway, Tampa, FL 33618 • United States
9450 West Linebaugh Ave, Tampa, FL 33626 • United States
1901 W. Swann Avenue, Tampa, FL 33606 • United States
12181 West Hillsborough Ave, Tampa, FL 33635 • 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 | Tampa | FL | 07/2021 | Present |
| Fifth Third Securities | Tampa | FL | 02/2023 | Present |
| Saint Leo University | Newport News | VA | 10/2015 | 07/2018 |
| Va Hospital Clinicals Training | Newport News | VA | 09/2016 | 01/2017 |
| Acceptance Now | Newport News | VA | 02/2017 | 10/2017 |
| Papa John's | Newport News | VA | 07/2017 | 01/2018 |
| Wells Fargo | Newport News | VA | 11/2017 | 09/2020 |
| Capstone Logistics | Tampa | FL | 10/2020 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-05 |
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