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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-29 |
Branch Locations
Beaver Falls, PA • United States
901 3Rd Ave S Routing S14/3235, Minneapolis, MN 55402-3367 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-05-16 |
| LA | RA | APPROVED | 2023-05-08 |
| TX | RA | APPROVED | 2023-05-02 |
| PA | RA | APPROVED | 2022-03-24 |
Branch Locations
West Osj - Lasalle Office 222 N Lasalle Street, Suite 12-222, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cranberry Township | PA | 02/2015 | 03/2022 |
| Bank Of America, N.A. | Cranberry Township | PA | 05/2015 | 03/2022 |
| The Huntington Investment Company | Columbus | OH | 03/2022 | Present |
| Ameriprise Financial Services, Llc | Beaver Falls | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
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