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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-07-13 |
Branch Locations
3120 University Ave, Morgantown, WV 26505-3239 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-01-22 |
Branch Locations
Suncrest 3120 University Ave., Morgantown, WV 26505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First United Bank & Trust | Morgantown | WV | 01/2024 | 01/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2024 | 01/2026 |
| Walmart | Lavale | MD | 08/2020 | 02/2023 |
| Lowes | Morgantown | WV | 08/2022 | 04/2023 |
| Potomac State College | Keyser | WV | 08/2020 | 04/2021 |
| West Virginia University | Morgantown | WV | 08/2021 | 12/2023 |
| Frankfort High School | Ridgeley | WV | 08/2016 | 06/2020 |
| First United Bank & Trust | Morgantown | WV | 05/2023 | 01/2024 |
| Cetera Investment Advisers Llc | Morgantown | WV | 07/2024 | 01/2026 |
| The Huntington Investment Company | Morgantown | WV | 01/2026 | Present |
| Ameriprise Financial Services, Llc | Morgantown | WV | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-30 |
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