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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank Na | Deltona | FL | 10/2021 | Present |
| Insight Credit Union | Winter Springs | FL | 01/2020 | 10/2021 |
| Wells Fargo | Sanford | FL | 06/2018 | 12/2019 |
| Wells Fargo | Albuquerque | NM | 06/2015 | 05/2018 |
| Fifth Third Securities | Deltona | FL | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-17 |
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