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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-07 |
Branch Locations
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 | Lowell | MI | 03/2019 | Present |
| Grand Rapids Client Connection | Grand Rapids | MI | 10/2018 | 03/2019 |
| Orbit Leasing | Grand Rapids | MI | 03/2018 | 10/2018 |
| Equal Pixels | Gouda | 06/2015 | 01/2018 | |
| Fifth Third Securities | Lowell | MI | 08/2023 | Present |
Proactive Defense Strategies LLC - Belding, MI 48809 - Self/Home defense - CFO - 4 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-12 |
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