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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-03 |
Branch Locations
1027 Nebraska Avenue, Palm Harbor, FL 34683 • United States
2508 State Rd 580, Clearwater, FL 33761 • United States
1100 East Lake Road, Palm Harbor, FL 34685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakewood Ranch County Club | Bradenton | FL | 02/2016 | 02/2019 |
| Gulf And Bay Club | Sarasota | FL | 03/2019 | 03/2022 |
| Fifth Third Bank | Bradenton | FL | 03/2022 | Present |
| Fifth Third Securities | Bradenton | FL | 05/2023 | 09/2023 |
| Fifth Third Securities | Bradenton | FL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-02 |
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