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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-10 |
Branch Locations
Southport And Fullerton 1400 W Fullerton Ave, Chicago, IL 60614 • United States
Hfa Service Center Osj - Bethel Road 1600 Bethel Road, Columbus, OH 43220 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Chicago | IL | 01/2016 | 09/2017 |
| Jp Morgan Chase Bank Na | Chicago | IL | 01/2016 | 09/2017 |
| Wells Fargo Clearing Services Llc | Chicago | IL | 09/2017 | 11/2019 |
| Raymond James & Associates, Inc. | Chicago | IL | 11/2019 | 12/2023 |
| The Huntington Investment Company | Chicago | IL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-03 |
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