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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-12-15 |
| OH | RA | APPROVED | 2023-05-24 |
Branch Locations
201 East Fifth Street, Cincinnati, OH 45202 • United States
101 S 5Th St, Louisville, KY 40202 • 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 |
|---|---|---|---|---|
| Citigroup | Chicago | IL | 06/2014 | 08/2018 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 08/2018 | 05/2021 |
| Fifth Third Bank | Cincinnati | OH | 05/2021 | 05/2023 |
| Fifth Third Securities | Cincinnati | OH | 05/2021 | 05/2023 |
| Pnc Investments Llc | Cincinnati | OH | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-26 |
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