DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at HUNTINGTON FINANCIAL ADVISORS
Hermitage, PA | Warren, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 29, 2026 | n/a | yes | Hermitage, PA|Warren, OH | Current employment |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Dec 1, 2022 | n/a | yes | Warren, OH | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Aug 21, 2020 | Dec 1, 2022 | no | FRANKLIN, PA|TITUSVILLE, PA|GROVE CITY, PA|ELLWOOD CITY, PA|GREENVILLE, PA|MERCER, PA | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Nov 30, 2018 | Aug 14, 2020 | no | ERIE, PA|ERIE, PA|ERIE, PA|BUTLER, PA|MONROEVILLE, PA|ERIE, PA|ERIE, PA|ERIE, PA|HERMITAGE, PA|MEADVILLE, PA|MEADVILLE, PA|HERMITAGE, PA|OIL CITY, PA | Previous registration |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | May 15, 2017 | Dec 4, 2018 | no | WARREN, OH | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Nov 25, 2014 | May 15, 2017 | no | SHARON, PA|HUBBARD, OH|CORTLAND, OH|YOUNGSTOWN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | HUNTINGTON FINANCIAL ADVISORS | Dec 1, 2022 | Dec 1, 2022 | 0 | Firm change | Ibd to ibd |
| CITIZENS SECURITIES, INC. | PNC WEALTH MANAGEMENT | Aug 14, 2020 | Aug 21, 2020 | 7 | Firm change | Ibd to ibd |
| STRATOS WEALTH PARTNERS, LTD | CITIZENS SECURITIES, INC. | Dec 4, 2018 | Nov 30, 2018 | -4 | Firm change | RIA to ibd |
| HUNTINGTON FINANCIAL ADVISORS | STRATOS WEALTH PARTNERS, LTD | May 15, 2017 | May 15, 2017 | 0 | Firm change | Other |