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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-13 |
Branch Locations
160 Colemans Crossing Blvd, Marysville, OH 43040 • 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 |
|---|---|---|---|---|
| Community Trust Bank | Ashland | KY | 07/2010 | 01/2023 |
| Lpl Financial | Charlotte | NC | 07/2010 | 01/2023 |
| The Huntington Investment Company | Columbus | OH | 01/2023 | 04/2024 |
| Fifth Third Bank | Marysville | OH | 05/2023 | 04/2024 |
| Huntington Financial Advisors | Dublin | OH | 01/2023 | 05/2023 |
| Community Trust Financial Services | Ashland | KY | 07/2010 | 01/2023 |
| Fifth Third Securities | Marysville | OH | 05/2023 | 04/2024 |
| Pnc Investments Llc | Dublin | OH | 04/2024 | 04/2026 |
| Farmers National Bank | Marysville | OH | 04/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2026 | Present |
| Cetera Investment Advisers Llc | Marysville | OH | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-08 |
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