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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-13 |
| OH | RA | APPROVED | 2025-08-21 |
Branch Locations
6525 W Campus Oval Suite 200, New Albany, OH 43054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St Charles Preparatory High School | Columbus | OH | 08/2012 | 11/2020 |
| Fifth Third Bank | Upper Arlington | OH | 04/2015 | 03/2017 |
| Fifth Third Securities | Upper Arlington | OH | 04/2015 | 03/2017 |
| The Huntington National Bank | Columbus | OH | 03/2017 | 07/2021 |
| The Huntington Investment Company | Columbus | OH | 04/2017 | 07/2021 |
| Lpl Financial, Llc | Arlington | OH | 08/2021 | 02/2025 |
| Heartland Bank | Arlington | OH | 08/2021 | 02/2025 |
| Ameriprise Financial Services Llc | Columbus | OH | 03/2025 | 06/2025 |
| Massmutual Life Insurance Company | New Albany | OH | 08/2025 | Present |
| Mml Investors Services, Llc | New Albany | OH | 08/2025 | Present |
| Unemployed | Dublin | OH | 06/2025 | 08/2025 |
NAME: SAINT ANDREW ATHLETIC BOARD INV REL: N ADD: 3880 REED ROAD COLUMBUS OH 43220 NATURE: GRADE SCHOOL ATHLETIC BOARD POSITION: BOARD MEMBER START DATE: 08/01/2025 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DUTIES: ASSIST IN OVERSIGHT OF SCHOOL ATHLETIC ACTIVITIES. THIS MAY INCLUDE BT NOT LIMITED TO PURCHASING NEW EQUIPMENT, CORRIDINATION IN FIELD MANAGEMENT, SPORT COORIDINATION AND VOLUNTEER OUTREACH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-08 |
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