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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-16 |
Branch Locations
570 Polaris Pkwy Suite 125, Westerville, OH 43082 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Budros, Ruhlin & Roe, Inc. | Columbus | OH | 11/2016 | 06/2019 |
| Unemployed | Delaware | OH | 06/2016 | 11/2016 |
| Unemployed | Columbus | OH | 06/2019 | 02/2020 |
| The Huntington National Bank | Columbus | OH | 02/2020 | 12/2021 |
| The Huntington Investment Company | Columbus | OH | 07/2020 | 12/2021 |
| Huntington National Bank | Columbus | OH | 12/2021 | Present |
| Huntington Investment Company | Columbus | OH | 12/2021 | Present |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-22 |
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