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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-29
  • OH RA
    APPROVED
    Since 2026-06-29

Branch Locations

2665 N Memorial Dr, Lancaster, OH 43130-1670 • United States

The Huntington Investment Company

41 S. High Street, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-01
OH RA APPROVED 2019-11-19
  • TX RA
    APPROVED_RES
    Since 2026-04-01
  • OH RA
    APPROVED
    Since 2019-11-19

Branch Locations

Lancaster Ety Pointe Centre 2665 North Memorial Drive, Lancaster, OH 43130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Islide Performance Horses Plain City OH 01/2015 12/2016
Autumn Rose Farm Plain City OH 01/2008 12/2016
The Huntington National Bank Grove City OH 12/2016 12/2019
The Huntington Investment Company Columbus OH 04/2018 12/2019
The Huntington Investment Company Lancaster OH 12/2019 Present
Ameriprise Financial Services, Llc Lancaster OH 06/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-18
S63 Uniform Securities Agent State Law Examination 2018-07-27
  • S65 Uniform Investment Adviser Law Examination
    2019-11-18
  • S63 Uniform Securities Agent State Law Examination
    2018-07-27

View on SEC IAPD

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