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Advisor at HUNTINGTON FINANCIAL ADVISORS
NEW ALBANY, 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 |
|---|---|---|---|---|---|---|
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Apr 27, 2026 | n/a | yes | NEW ALBANY, OH | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Dec 3, 2024 | May 1, 2026 | no | Columbus, OH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 6, 2021 | Nov 7, 2024 | no | COLUMBUS, OH|NEW YORK, NY|COLUMBUS, OH|COLUMBUS, OH|CANAL WINCHESTER, OH|COLUMBUS, OH|CANAL WINCHESTER, OH|CANAL WINCHESTER, OH|COLUMBUS, OH|COLUMBUS, OH|CANAL WINCHESTER, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | HUNTINGTON FINANCIAL ADVISORS | May 1, 2026 | Apr 27, 2026 | -4 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CHARLES SCHWAB & CO., INC. | Nov 7, 2024 | Dec 3, 2024 | 26 | Firm change | Wirehouse to ibd |