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Advisor at WESBANCO SECURITIES, INC.
Bellevue, OH | WHEELING, WV
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 |
|---|---|---|---|---|---|---|
| WESBANCO SECURITIES, INC. | Bd affiliated wealth | Sep 3, 2025 | n/a | yes | WHEELING, WV|Bellevue, OH | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 3, 2021 | Sep 3, 2025 | no | SANDUSKY, OH|NORWALK, OH|MENTOR, OH|NORTH CANTON, OH|WILLARD, OH|ASHLAND, OH|FAIRLAWN, OH|CHARDON, OH|SAN DIEGO, CA|Bellevue, OH|BELLEVUE, OH|AVON, OH | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jan 29, 2019 | May 3, 2021 | no | BELLEVUE, OH | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 22, 2018 | Jan 14, 2019 | no | Lorrain, OH | Previous registration |
| INVESTMENT PROFESSIONALS, INC. | Former SEC adviser | Nov 21, 2012 | Sep 24, 2018 | no | SAN ANTONIO, TX|Lorain, OH|Lorain, OH|Danville, KY | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Jul 28, 2010 | Nov 30, 2012 | no | HERMITAGE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | WESBANCO SECURITIES, INC. | Sep 3, 2025 | Sep 3, 2025 | 0 | Firm change | Ibd to ibd |
| CETERA INVESTMENT ADVISERS LLC | LPL FINANCIAL LLC | May 3, 2021 | May 3, 2021 | 0 | Firm change | Ibd to ibd |
| AMERIPRISE FINANCIAL SERVICES, LLC | CETERA INVESTMENT ADVISERS LLC | Jan 14, 2019 | Jan 29, 2019 | 15 | Firm change | Ibd to ibd |
| INVESTMENT PROFESSIONALS, INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Sep 24, 2018 | Jun 22, 2018 | -94 | Bulk transfer | Ibd to ibd |
| HUNTINGTON FINANCIAL ADVISORS | INVESTMENT PROFESSIONALS, INC. | Nov 30, 2012 | Nov 21, 2012 | -9 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:43276:OH:2025-09-03 | Sep 3, 2025 | Sep 3, 2025 | AVON, OH | Firm change |
| 105644:6413:OH:2021-05-03 | May 3, 2021 | May 3, 2021 | BELLEVUE, OH | Firm change |