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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
6655 Avery Muirfield Dr, Dublin, OH 43016-7251 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-04-22 |
Branch Locations
Dublin Wealth Advisors 6755 Avery-Muirfield Drive, Dublin, OH 43016 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Columbus | OH | 04/2016 | 07/2018 |
| Union Bank | Lewis Center | OH | 06/2016 | 07/2018 |
| Wells Fargo Advisors Financial Network, Llc | Dublin | OH | 07/2018 | 04/2019 |
| The Huntington Investment Company | Dublin | OH | 04/2019 | Present |
| Ameriprise Financial Services, Llc | Dublin | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-02 |
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