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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-30 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-24 |
Branch Locations
Chardon Center Street 376 Center Street, Chardon, OH 44024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western & Southern Life | Ashtabula | OH | 11/2014 | 11/2016 |
| W&S Brokerage Services | Cincinnati | OH | 12/2014 | 11/2016 |
| The Huntington National Bank | Cleveland | OH | 11/2016 | 12/2021 |
| Huntington Investment Company | Columbus | OH | 03/2017 | Present |
| The Huntington National Bank | Chardon | OH | 12/2021 | Present |
| Ameriprise Financial Services, Llc | Chardon | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-05 |
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