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Employer firm

The Huntington Investment Company CRD 16986

$7.89B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Huntington Investment Company

41 S. High Street, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2008-04-29
  • KY RA
    APPROVED
    Since 2008-04-29

Branch Locations

Independence, KY • United States

Anderson Banking Office 7783 Five Mile Road, Cincinnati, OH 45230 • United States

Hfa Service Center Osj - Bethel Road 1600 Bethel Road, Columbus, OH 43220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Huntington National Bank Burlington KY 05/1996 07/2021
The Huntington Investment Company Columbus OH 11/1997 07/2021
The Huntington National Bank Burlington KY 07/2021 10/2023
The Huntington Invesment Company Columbus OH 07/2021 10/2023
The Huntington Investment Company Columbus OH 10/2023 01/2025
Huntington National Bank Burlington KY 10/2023 01/2025
The Huntington Investment Company Columbus OH 01/2025 Present
Other Businesses

NO BUSINESS NAME -- I MAKE AND SELL PERSONALIZED CLOTHING AND GIFTS POSITION: Owner NATURE: Crafting INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2019 ADDRESS: 1187 Gatewood Ln, Independence KY 41051, United States DESCRIPTION: I make tshirt and personalize other items for gifts. I do not have a separate business name....it's just a crafting hobby that I like to do. The profit is not much....just a few dollars per item that I make.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-22
S63 Uniform Securities Agent State Law Examination 1998-04-10
  • S65 Uniform Investment Adviser Law Examination
    2008-04-22
  • S63 Uniform Securities Agent State Law Examination
    1998-04-10
Other Names
  • Jodi Lin Popham
  • Jodi Lin Steffen
  • Jodi Lin Steffen

View on SEC IAPD

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