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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 | 2019-08-29 |
Branch Locations
Chagrin Falls 98 N. Main St., Chagrin Falls, OH 44022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities | Boston | MA | 07/2016 | 07/2017 |
| Citizens Bank | Boston | MA | 07/2016 | 07/2017 |
| Bmo Harris Bank | Wauwatosa | WI | 07/2017 | 07/2019 |
| The Huntington Investment Company | Medina | OH | 08/2019 | Present |
| Bmo Harris Financial Advisors, Inc | Wauwatosa | WI | 07/2017 | 07/2019 |
| Ameriprise Financial Services, Llc | Chagrin Falls | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-20 |
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