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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-21 |
Branch Locations
Cincinnati Main 525 Vine Street, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Charlotte | NC | 07/2010 | 01/2018 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | Charleston | WV | 07/2010 | 01/2022 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2019 | 01/2022 |
| Suntrust Bank | Atlanta | GA | 12/2019 | 01/2022 |
| Truist Investment Services, Inc. | Charleston | WV | 12/2019 | 12/2021 |
| Raymond James Financial Services, Inc. | Cincinnati | OH | 09/2023 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Cincinnati | OH | 09/2023 | 03/2024 |
| Yellow Cardinal Brokerage Services | Cincinnati | OH | 09/2023 | 04/2024 |
| First Financial Bank | Cincinnati | OH | 01/2022 | 04/2024 |
| Yellow Cardinal Advisory Group | Cincinnati | OH | 01/2022 | 04/2024 |
| Truist Advisory Services, Inc. | Charleston | WV | 12/2020 | 10/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Cincinnati | OH | 05/2024 | 10/2024 |
| Tiaa | Cincinnati | OH | 05/2024 | 10/2024 |
| The Huntington National Bank | Cincinnati | OH | 10/2024 | Present |
| The Huntington Investment Company | Columbus | OH | 10/2024 | Present |
NAME: Playhouse in the Park POSITION: Board of Trustees Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0 START DATE:08/15/2023 ADDRESS: 962 Mount Adams Circle, Cincinnati, OH 45202 DESCRIPTION: Attend monthly board meetings, serve on 2 committees, act as an ambassador for the Playhouse in the Park in the community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-19 |
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