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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
6256 Rivers Bend Dr, Maineville, OH 45039-7718 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-01 |
Branch Locations
Maineville Banking Office 6256 Rivers Bend Drive, Maineville, OH 45039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 10/2013 | 06/2018 |
| Pnc Bank | Lexington | KY | 10/2013 | 06/2018 |
| Key Investment Services | Dayton | OH | 06/2018 | 06/2021 |
| Keybank | Cincinnatti | OH | 06/2018 | 06/2021 |
| The Huntington Investment Company | Columbus | OH | 06/2021 | Present |
| Ameriprise Financial Services, Llc | Maineville | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-17 |
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