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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
2665 N Memorial Dr, Lancaster, OH 43130-1670 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-01 |
| OH | RA | APPROVED | 2019-11-19 |
Branch Locations
Lancaster Ety Pointe Centre 2665 North Memorial Drive, Lancaster, OH 43130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
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