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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-13 |
Branch Locations
13000 Stonecreek Dr Nw, Pickerington, OH 43147 • United States
8300 Meijer Dr, Canal Winchester, OH 43110 • United States
2970 E Main St, Columbus, OH 43209 • United States
8000 E Broad St, Reynoldsburg, OH 43068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Dublin | OH | 03/2016 | 12/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | Columbus | OH | 03/2016 | 12/2016 |
| The Huntington Investment Company | Columbus | OH | 01/2017 | 01/2019 |
| The Huntington Investment Company | Columbus | OH | 01/2019 | 09/2019 |
| The Huntington Investment Company | Columbus | OH | 09/2019 | 09/2024 |
| U.S. Bancorp Investments, Inc. | Pickerington | OH | 09/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Pickerington | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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