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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-07-13 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-16 |
| WV | RA | APPROVED | 2022-07-08 |
Branch Locations
Weston Office 121 East 3Rd Street, Weston, WV 26452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Shinnston | WV | 08/2016 | 10/2016 |
| Wesbanco Securities Inc | Fairmont | WV | 11/2016 | 01/2017 |
| The Huntington Investment Company | Columbus | OH | 01/2017 | 08/2021 |
| Huntington Investment Co. | Columbus | OH | 02/2017 | 08/2021 |
| J.P. Morgan Securities Llc | Morgantown | WV | 08/2021 | 06/2022 |
| Jp Morgan Chase Bank, N.A. | Morgantown | WV | 08/2021 | 06/2022 |
| The Huntington Investment Company | Columbus | OH | 06/2022 | Present |
| Ameriprise Financial Services, Llc | Weston | WV | 06/2025 | Present |
FL RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: 1 Ocean Trace Road, Unit 231, St. Augustine FL 32080, United States DESCRIPTION: Part Time Rental income from secondary home in Florida.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-15 |
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