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Advisor at HUNTINGTON FINANCIAL ADVISORS
Medina, OH | MEDINA, 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 | Medina, OH | Current employment |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Feb 1, 2017 | n/a | yes | MEDINA, OH | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 18, 2013 | Feb 1, 2017 | no | WILLARD, OH|ASHLAND, OH|MEDINA, OH|SEVILLE, OH|ASHLAND, OH|MEDINA, OH|AKRON, OH|MEDINA, OH|LODI, OH|MEDINA, OH|LODI, OH|BRUNSWICK, OH|MEDINA, OH | Previous registration |
| FIRSTMERIT ADVISORS, INC. | n/a | Jan 20, 2010 | Sep 18, 2013 | no | MEDINA, OH|AKRON, OH | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Aug 23, 2005 | Jan 22, 2010 | no | MEDINA, OH|ASHLAND, OH|ASHLAND, OH|RITTMAN, OH|SHARON CENTER, OH|LODI, OH|ORROVILLE, OH|SEVILLE, OH|WADSWORTH, OH|WADSWORTH, OH|APPLETON, WI | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Jul 3, 2002 | Mar 7, 2005 | no | MEDINA, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | HUNTINGTON FINANCIAL ADVISORS | Feb 1, 2017 | Feb 1, 2017 | 0 | Bulk transfer | Other |
| FIRSTMERIT ADVISORS, INC. | LPL FINANCIAL LLC | Sep 18, 2013 | Sep 18, 2013 | 0 | Bulk transfer | Other |
| INVEST FINANCIAL CORPORATION | FIRSTMERIT ADVISORS, INC. | Jan 22, 2010 | Jan 20, 2010 | -2 | Firm change | Other |
| OSAIC FA, INC. | INVEST FINANCIAL CORPORATION | Mar 7, 2005 | Aug 23, 2005 | 169 | Firm change | Other |