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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Warrensville Heights | OH | 07/2012 | 07/2017 |
| Citizens Bank | Warrensville Heights | OH | 06/2012 | 07/2017 |
| Cetera Investment Services Llc | Beachwood | OH | 06/2026 | 08/2026 |
| Cetera Investment Advisers Llc | Beachwood | OH | 06/2026 | 08/2026 |
| Farmers National Bank | Beachwood | OH | 06/2026 | 08/2026 |
| The Huntington Investment Company | Cuyahoga Falls | OH | 02/2017 | 07/2017 |
| The Prudential Insurance Company Of America | Uniontown | OH | 07/2017 | 08/2018 |
| Pruco Securities, Llc | Uniontown | OH | 07/2017 | 08/2018 |
| Lpl Financial Llc | Beachwood | OH | 08/2018 | 06/2026 |
| The Middlefield Banking Company | Beachwood | OH | 08/2018 | 06/2026 |
| Pnc Wealth Management | Parma | OH | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-22 |
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