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Kalpesh Shah

The Huntington Investment Company

Raleigh, NC

Columbus, OH

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Current Employers
The Huntington Investment Company

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-24
OH RA APPROVED 2026-06-22
  • NC RA
    APPROVED
    Since 2026-06-24
  • OH RA
    APPROVED
    Since 2026-06-22

Branch Locations

4000 Center At North Hills Street Suite 100, Raleigh, NC 27609 • United States

Home Office Ops Osj - 41 South High 41 South High Street, 4Th Floor, Columbus, OH 43215 • 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
Pnc Investments, Llc Cleveland OH 06/2016 06/2026
The Huntington Investment Company Columbus OH 06/2026 Present
Previous Registrations
  • 2015-01-20 → 2026-06-11
    Pnc Wealth Management Llc
    Cleveland, OH
    North Warren, PA
    Warren, PA
    Youngsville, PA
    Bradford, PA
    Erie, PA
    Cleveland, OH
  • 2005-12-19 → 2015-01-27
    Msi Financial Services, Inc.
    Westlake, OH
    Broadview Heights, OH
    Broadview Heights, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-14
  • S66 Uniform Combined State Law Examination
    2015-04-14
Other Names
  • Kalpesh P Shah
  • Kalpesh Pradip Shah

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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