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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2006-11-27 |
Branch Locations
3900 Park East Drive, Beachwood, OH 44122 • United States
Insurance Osj - Tower 41 South High St. 6Th Floor, Columbus, OH 43215 • United States
Aurora, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington Insurance | Cleveland | OH | 01/1998 | 04/2023 |
| The Huntington Investment Company | Cleveland | OH | 01/1998 | 04/2023 |
| The Huntington Investment Company | Columbus | OH | 04/2023 | Present |
| Huntington Insurance | Cleveland | OH | 04/2023 | Present |
PARKSIDE CHURCH POSITION: Board Member NATURE: Board Member / Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2018 ADDRESS: 7100 Pettibone Road, Chagrin Falls OH 44023, United States DESCRIPTION: Parkside is a Church where people gather for fellowship and worship. PALM VISTA HOLDINGS, LLC POSITION: Trustee NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 3045 Driftwood Way, Unit 3707, Naples FL 34109, United States DESCRIPTION: This is a second property purchased through an LLC that is being used as a rental until we retire in approximately 10 years.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-01 |
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