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Advisor at HUNTINGTON FINANCIAL ADVISORS
MARYSVILLE, OH | Marysville, OH | Westerville, 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 | Marysville, OH|Westerville, OH | Current employment |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | May 11, 2016 | n/a | yes | MARYSVILLE, OH | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Nov 2, 2007 | Aug 4, 2008 | no | BLUE ASH, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | HUNTINGTON FINANCIAL ADVISORS | Aug 4, 2008 | May 11, 2016 | 2,837 | Firm change after gap | Other |