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Advisor at HUNTINGTON FINANCIAL ADVISORS
FISHERS, IN | Fishers, IN | Indianapolis, IN
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 | Fishers, IN|Indianapolis, IN | Current employment |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Feb 17, 2026 | n/a | yes | FISHERS, IN | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 12, 2022 | Feb 18, 2026 | no | BROOKFIELD, WI|SAN DIEGO, CA|BROWNSBURG, IN|Brownsburg, IN|BROWNSBURG, IN|AVON, IN|INDIANAPOLIS, IN|BROWNSBURG, IN|INDIANAPOLIS, IN|NOBLESVILLE, IN | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jan 7, 2020 | Aug 9, 2021 | no | INDIANAPOLIS, IN|FISHERS, IN|CARMEL, IN|FISHERS, IN|FISHERS, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN | Previous registration |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Jul 11, 2018 | May 30, 2019 | no | INDIANAPOLIS, IN|LEBANON, IN | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 5, 2017 | Apr 17, 2018 | no | INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | HUNTINGTON FINANCIAL ADVISORS | Feb 18, 2026 | Feb 17, 2026 | -1 | Firm change | Ibd to ibd |
| PNC WEALTH MANAGEMENT | LPL FINANCIAL LLC | Aug 9, 2021 | Apr 12, 2022 | 246 | Firm change | Ibd to RIA |
| KEY INVESTMENT SERVICES LLC | PNC WEALTH MANAGEMENT | May 30, 2019 | Jan 7, 2020 | 222 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | KEY INVESTMENT SERVICES LLC | Apr 17, 2018 | Jul 11, 2018 | 85 | Firm change | Wirehouse to ibd |