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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2022-03-08 |
Branch Locations
Solon Banking Office 33175 Aurora Road, Solon, OH 44139 • 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Chesterland | OH | 12/2015 | 06/2017 |
| Jpmorgan Chase Bank | Chesterland | OH | 12/2015 | 06/2017 |
| Pnc Bank | Solon | OH | 07/2017 | 10/2018 |
| Pnc Investments | Pittsburgh | PA | 07/2017 | 10/2018 |
| Pnc Investments | Pittsburgh | PA | 10/2018 | 02/2022 |
| The Huntington Investment Company | Columbus | OH | 02/2022 | Present |
| Ameriprise Financial Services, Llc | Solon | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-02 |
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