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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-17 |
Branch Locations
5300 S Durand Rd, Durand, MI 48429 • United States
2350 East M-21, Owosso, MI 48867 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Owosso | MI | 05/2020 | Present |
| Gander Outdoors | Flint | MI | 06/2019 | 05/2020 |
| Red Lobster | Flint | MI | 06/2015 | 06/2019 |
| Fifth Third Securities | Owosso | MI | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-10 |
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