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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2023-05-16 |
| LA | RA | APPROVED | 2023-05-08 |
| TX | RA | APPROVED_RES | 2023-05-03 |
| OH | RA | APPROVED | 2018-12-13 |
Branch Locations
Neoh Osj - Mentor 7800 Reynolds Avenue, Mentor, OH 44060 • United States
Public Square 200 Public Square, Cleveland, OH 44114 • United States
Fairview Park,, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cleveland | OH | 09/2014 | 11/2018 |
| The Huntington Investment Company | Akron | OH | 12/2018 | Present |
| Ameriprise Financial Services, Llc | Cleveland | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-18 |
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