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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-12-23 |
Branch Locations
Glenview 1441 Waukegan Road, Glenview, IL 60025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Chicago | IL | 03/2005 | Present |
| Harris Investor Services, Inc | Chicago | IL | 02/2007 | 11/2019 |
| The Huntington Investment Company | Glenview | IL | 12/2019 | 08/2023 |
| The Huntington Investment Company | Glenview | IL | 08/2023 | Present |
| Ameriprise Financial Services, Llc | Glenview | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-27 |
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