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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 | 2025-06-24 |
Branch Locations
Brunswick Center 1344 Pearl Road, Brunswick, OH 44212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Brooklyn | OH | 04/2023 | 03/2024 |
| Huntington Bank | Brunswick | OH | 08/2021 | 09/2022 |
| Brunswick Auto Mart | Brunswick | OH | 09/2017 | 09/2021 |
| Sgt Cleans Car Wash | Strongsville | OH | 08/2016 | 09/2017 |
| Keybank | Brunswick | OH | 10/2022 | 04/2023 |
| Equitable Advisors, Llc | New York | NY | 04/2024 | 05/2025 |
| The Huntington Investment Company | Columbus | OH | 06/2025 | Present |
| Ameriprise Financial Services, Llc. | Brunswick | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-14 |
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