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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-09-17 |
Branch Locations
5612 Kingston Pike, Knoxville, TN 37919 • United States
7609 Mountain Grove Dr, Knoxville, TN 37920 • United States
10916 Parkside Dr, Knoxville, TN 37934 • United States
11543 Kingston Pike, Knoxville, TN 37934 • United States
9620 Kingston Pike, Knoxville, TN 37922 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Knoxville | TN | 07/2023 | Present |
| Truist Financial | Knoxville | TN | 01/2015 | 07/2023 |
| Fifth Third Securities | Knoxville | TN | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-12 |
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