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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 | 2019-08-22 |
Branch Locations
Lewis Center 8671 Owenfield Drive, Powell, OH 43065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dublin | OH | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Dublin | OH | 11/2016 | 05/2018 |
| Securities America, Inc. | Worthington | OH | 08/2018 | 07/2019 |
| Securities America Advisors | Worthington | OH | 08/2018 | 07/2019 |
| The Huntington Investement Company | Gahanna | OH | 08/2019 | Present |
| Ameriprise Financial Services, Llc | Powell | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-22 |
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