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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-07-02 |
Branch Locations
3120 University Ave, Morgantown, WV 26505-3239 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-02 |
| WV | RA | APPROVED | 2008-04-02 |
Branch Locations
Suncrest 3120 University Ave., Morgantown, WV 26505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 01/2007 | 10/2020 |
| The Huntington Investment Company | Columbus | OH | 10/2020 | Present |
| Ameriprise Financial Services, Llc | Morgantown | WV | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-28 |
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