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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1800 Crocker Road, Westlake, OH 44145-6958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Ashland | OH | 03/2013 | 01/2017 |
| Pnc Bank, N.A. | Ashland | OH | 03/2013 | 11/2019 |
| Pnc Capital Advisors, Llc | Cleveland | OH | 01/2017 | 11/2019 |
| Pnc Funds Distributor, Llc | Cleveland | OH | 02/2017 | 11/2019 |
| The Huntington National Bank | Pepper Pike | OH | 02/2020 | 10/2021 |
| Unemployed | Cleveland | OH | 11/2019 | 02/2020 |
| The Huntington Investment Company | Columbus | OH | 04/2020 | 10/2021 |
| The Huntington National Bank | Solon | OH | 10/2021 | 03/2022 |
| The Huutington Investment Company | Columbus | OH | 10/2021 | 03/2022 |
| Northcoast Research Partners | Cleveland | OH | 03/2022 | 12/2023 |
| Fidelity Investments | Westlake | OH | 12/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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