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38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-18 |
Branch Locations
38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mainstreet Advisors | Cincinnati | OH | 06/2004 | Present |
| Fifth Third Wealth Advisors | Cincinnati | OH | 01/2024 | Present |
Southside Properties Cincinnati, LLC. I am a silent partner within a group that has acquired some residential properties. This was started in 2009 and is ongoing. There is no time taken during securities trading hours. The small amount of time devoted to this is at nights or on weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-27 |
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