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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-20 |
| OH | RA | APPROVED | 2025-06-04 |
Branch Locations
21581 Center Ridge Rd, Rocky River, OH 44116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 03/2024 | 03/2025 |
| The Huntington National Bank | Richmond Hts | OH | 02/2023 | 03/2025 |
| Paycom | Cleveland | OH | 06/2022 | 12/2022 |
| Rocket Mortgage/ Quicken Loans | Cleveland | OH | 03/2021 | 05/2022 |
| Rocket Mortgage/ Quicken Loans | Cleveland | OH | 01/2019 | 03/2021 |
| Hall Security Services | Canton | OH | 11/2018 | 01/2019 |
| Jimmy Johns | Kent | OH | 03/2016 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Strongsville | OH | 03/2025 | Present |
| Ups | Highland Hts | OH | 11/2022 | 01/2023 |
| Bank Of America, N.A. | Strongsville | OH | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-14 |
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