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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-15 |
| OH | RA | APPROVED | 2023-06-15 |
Branch Locations
Anderson Banking Office 7783 Five Mile Road, Cincinnati, OH 45230 • 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 |
|---|---|---|---|---|
| Huntington Bank | Cincinnati | OH | 02/2014 | 02/2017 |
| The Huntington Investment Company | Columbus | OH | 04/2014 | 04/2020 |
| Sunrise Treatment Center | Cincinnati | OH | 04/2020 | 05/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2022 | 06/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2022 | 06/2023 |
| The Huntington Investment Company | Columbus | OH | 06/2023 | Present |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-13 |
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