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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-01 |
Branch Locations
Acr Osj - Dover Main 232 W 3Rd St., Dover, OH 44622 • United States
New Market 220 Market Ave South, Canton, OH 44702 • United States
North Canton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 07/2022 | 10/2022 |
| Hoppin' Frog Brewery | Akron | OH | 10/2021 | 10/2022 |
| Target | Akron | OH | 10/2017 | 09/2021 |
| Shady Hollow County Club | Massillon | OH | 05/2016 | 08/2019 |
| University Of Akron | Akron | OH | 08/2018 | 05/2022 |
| Jackson Local Schools | Massillon | OH | 01/2012 | 05/2018 |
| Planmember Securities Corporation | Carpinteria | CA | 11/2022 | 07/2023 |
| First Responder Financial Advisors | Copley | OH | 11/2022 | 07/2023 |
| Pruco Securities Llc | Columbus | OH | 08/2023 | 01/2024 |
| The Prudential Insurance Company Of America | Columbus | OH | 09/2023 | 01/2024 |
| The Huntington Investment Company | Columbus | OH | 02/2024 | 04/2025 |
| The Huntington Investment Company | Columbus | OH | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-12 |
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