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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 2020 Capital Advisors Llc | Columbus | OH | 01/2020 | 04/2022 |
| Wealthstone Advisors | Columbus | OH | 07/2017 | 02/2020 |
| Huntington National Bank | Columbus | OH | 11/2003 | 07/2017 |
| Keebeck Wealth Management | Columbus | OH | 03/2021 | 06/2021 |
| Summit Financial, Llc | Parsippany | NJ | 06/2021 | 12/2021 |
| Summit Financial, Llc | Parsippany | NJ | 12/2021 | 12/2023 |
| Wells Fargo Advisors Financial Network, Llc | Dublin | OH | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-13 |
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