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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
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-10-18 |
Branch Locations
Anderson Banking Office 7783 Five Mile Road, Cincinnati, OH 45230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cincinnati | OH | 07/2014 | 10/2016 |
| Pnc Bank | Cincinnati | OH | 07/2014 | 10/2016 |
| The Huntington Investment Company | Columbus | OH | 10/2016 | Present |
| Ameriprise Financial Services, Llc | Loveland | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-19 |
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