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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Georgia Financial Advisors | Atlanta | GA | 03/2024 | 05/2025 |
| Delaware North | Atlanta | GA | 04/2019 | Present |
| Amc Theatres | Kennesaw | GA | 08/2018 | 04/2019 |
| Kennesaw State University | Kennesaw | GA | 08/2017 | 12/2023 |
| Thomson High School | Thomson | GA | 08/2013 | 05/2017 |
| Trinity Wealth Securities, Llc | Atlanta | GA | 05/2024 | 05/2025 |
| Fifth Third Bank | Roswell | GA | 08/2025 | Present |
| Fifth Third Securities | Rosewell | GA | 05/2026 | Present |
Delaware North (Truist Park) - 755 Battery Ave SE Atlanta, GA 30339 - MLB ballpark - server - 10 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2024-02-14 |
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