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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-21 |
Branch Locations
67855 Van Dyke, Romeo, MI 48095 • United States
74195 Fulton, Armada, MI 48005 • United States
54985 Van Dyke Avenue, Shelby Township, MI 48316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Fitness | Rochester Hills | MI | 04/2019 | 11/2021 |
| Fifth Third Bank | Troy | MI | 11/2021 | Present |
| Aqua Tots | Sterling Heights | MI | 03/2018 | 02/2019 |
| Gander Outdoors | Sterling Heights | MI | 03/2019 | 04/2019 |
| Lifetime Fitness | Shelby Township | MI | 06/2017 | 08/2017 |
| Student K-12 - Bemis Jr High / Henry Ford Ii | Sterling Heights | MI | 11/2013 | 06/2019 |
| College - Wayne State University/ Macomb Cc | Sterling Heights | MI | 08/2019 | Present |
| Fifth Third Securities | Troy | MI | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-04 |
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