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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-18 |
Branch Locations
4100 Hunt Road, Cincinnati, OH 45236 • United States
9990 Montgomery Road, Cincinnati, OH 45242 • United States
7708 Montgomery Road, Cincinnati, OH 45236 • 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 | Cincinnati | OH | 11/2021 | Present |
| Bowling Green State University | Bowling Green Oh | OH | 04/2018 | 01/2021 |
| Bowling Green State University | Bowling Green | OH | 08/2016 | 05/2021 |
| Fifth Third Securities | Cincinnati | OH | 02/2023 | Present |
| Fifth Third Bank | Cincinnati | OH | 01/2021 | 08/2021 |
| Unemployed | Bowling Green | OH | 09/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-02 |
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