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Morgan L Goldthwaite

Ameriprise Financial Services, LLC

Cuyahoga Falls, OH

The Huntington Investment Company

Cuyahoga Falls, OH

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-29
  • OH RA
    APPROVED
    Since 2026-06-29

Branch Locations

2305 Second St, Cuyahoga Falls, OH 44221-2529 • United States

The Huntington Investment Company

41 S. High Street, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-12-16
  • OH RA
    APPROVED
    Since 2022-12-16

Branch Locations

Falls Center 2305 Second St, Cuyahoga Falls, OH 44221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hudson OH 03/2016 12/2016
Bank Of America, N.A. Hudson OH 03/2016 12/2016
Morgan Stanley Akron OH 12/2016 12/2022
Morgan Stanley Private Bank, N.A. New York NY 12/2016 12/2022
The Huntington Investment Company Columbus OH 12/2022 Present
Ameriprise Financial Services, Llc Cuyahoga Falls OH 06/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-30
  • S66 Uniform Combined State Law Examination
    2017-03-30
Other Names
  • Morgan L Goldthwaite
  • Morgan Lyn Goldthwaite
  • Morgan Goldthwaite

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
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ON INVESTMENT MANAGEMENT CO
VISION FINANCIAL MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC

Other Investors

JENNIFER ELAINE YEATER
HANNAH SUE KING
ERIC KEITH KING
JESS W HURST
Irene Angela Zurowski
NATHAN DANIEL OLLISH
KAREN R JOHNSON
HEATHER KATZENMEYER

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Cuyahoga Falls, OH
CETERA INVESTMENT ADVISERS LLC · CUYAHOGA FALLS, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Cuyahoga Falls, OH
EDWARD JONES · CUYAHOGA FALLS, OH
AMERIPRISE FINANCIAL SERVICES, LLC · CUYAHOGA FALLS, OH
PFS INVESTMENTS INC. · CUYAHOGA FALLS, OH
ON INVESTMENT MANAGEMENT CO · CUYAHOGA FALLS, OH
ON INVESTMENT MANAGEMENT CO · Cuyahoga Falls, OH

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