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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-27 |
Branch Locations
2915 Colonial Blvd, Fort Myers, FL 33966 • United States
15221 Tamiami Trail S., Fort Myers, FL 33908 • United States
13581 Goldenwood Dr, Fort Myers, FL 33913 • United States
11511 Sr82, Ft Myers, FL 33913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T-Mobile | Cape Coral | FL | 06/2016 | 08/2022 |
| Fifth Third Bank | Estero | FL | 08/2022 | Present |
| Fifth Third Securities | Estero | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-22 |
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