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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Greenville | SC | 11/2016 | 10/2018 |
| Good Life Advisors, Llc/ Frederick D Shows Llc | Greenville | SC | 10/2018 | 12/2019 |
| The Huntington Investment Company | Columbus | OH | 12/2019 | 01/2021 |
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 05/2021 | 05/2021 |
| Wells Fargo Bank Na | Greenville | SC | 11/2014 | 10/2018 |
| Good Life Finanical Advisors, Llc | Reading | PA | 02/2019 | 12/2019 |
| Lpl Financial, Llc | Greenville | SC | 10/2018 | 12/2019 |
| The Huntington Investment Company | Columbus | OH | 11/2019 | 01/2021 |
| Transamerica Agency Network | Columbus | OH | 04/2021 | 05/2021 |
| Woodbury Financial Services Inc | Bascom | OH | 05/2021 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Columbus | OH | 09/2021 | 01/2026 |
| J.P. Morgan Securities Llc | Columbus | OH | 09/2021 | 01/2026 |
| Tiell Financial Llc/ Woodbury | Bascom | OH | 05/2021 | 06/2021 |
| Unemployed | Columbus | OH | 02/2021 | 03/2021 |
| Unemployed | Columbus | OH | 07/2021 | 08/2021 |
| Pnc Wealth Management | Columbus | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-18 |
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