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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-24 |
Branch Locations
Acr Osj - Dover Main 232 W 3Rd St., Dover, OH 44622 • United States
Cleveland Pepper Pike Private Banking 3900 Park East Drive, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cleveland Research Company Llc | Cleveland | OH | 06/2006 | 06/2017 |
| Earnings Scout Llc | Olmsted Falls | OH | 03/2018 | 10/2018 |
| Shaker Investments Llc | Cleveland | OH | 11/2018 | 11/2025 |
| None | Shaker Heights | OH | 07/2017 | 02/2018 |
| The Huntington National Bank | Beachwood | OH | 11/2025 | Present |
| The Huntington Investment Company | Columbus | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-21 |
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