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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-01 |
Branch Locations
Sewickley 419 Beaver Street, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2023 | 04/2025 |
| Unemployed | Carolina Shores | NC | 12/2022 | 10/2023 |
| Callbox Storage | Dallas | TX | 07/2022 | 12/2022 |
| Woodforest National Bank | Leland | NC | 10/2019 | 06/2022 |
| Nationwide Mutual Insurance Company | Columbus | OH | 10/2016 | 03/2019 |
| Chase Bank | Columbus | OH | 02/2015 | 09/2016 |
| Unemployed | Carolina Shores | NC | 03/2019 | 10/2019 |
| The Huntington Investment Company | Columbus | OH | 04/2025 | Present |
| Ameriprise Financial Services, Llc | Sewickley | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-27 |
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