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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-02 |
| MI | RA | APPROVED | 2026-01-02 |
| WV | RA | APPROVED | 2024-07-25 |
| IN | RA | APPROVED | 2024-07-01 |
| OH | RA | APPROVED | 2024-06-28 |
Branch Locations
1093 Medina Road Suite 201, Medina, OH 44256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dorman Legacy Advisors, Llc | Medina | OH | 01/2000 | Present |
| Mass Mutual Life Insurance | Medina | OH | 03/2007 | 07/2023 |
| Mml Investors Services, Llc | Medina | OH | 03/2007 | 07/2023 |
| Lpl Financial Llc | Medina | OH | 07/2023 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2023 | 06/2024 |
| Wellth Advisory Services, Llc | Medina | OH | 06/2024 | Present |
1- 01/2023 / DORMAN LEGACY ADVISORS / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 1601 HRS MNTH / 8 HRS DRNG TRDNG / 100 TIME SPNT PRCNT 2- 07/31/2023 / STRATEGIC RETIREMENT PARTNERS / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 3- 07/31/2023 / SRP- DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 4- 07/31/2023 / DORNOCH PROPERTIES LLC / Real Estate Rental / INVESTMENT RELATED 5- 07/31/2023 - Started 11/2021 / ABERDEEN PARTNERS / Real Estate Rental / INVESTMENT RELATED 6- 07/31/2023- DORMAN STRATEGIC CONSULTING LLC dba LEGACY BUSINESS ADVISORS- Consulting - Exit Planning- Not Investment Related- Started 1/1/2017- 8 hours per month/ 2 hours during trading 7- 07/31/2023 / Dorman Legacy Advisors, LLC / Non-Variable Insurance / INVESTMENT RELATED / Start Date 01/2007 - 5 HRS MNTH/ 5 HRS DRNNG TRDNG / 10 TIME SPNT PRCNT 8- 08/03/2023 - SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 01/17/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% 9- 08/03/2023 - DORMAN LEGACY ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 01/11/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% 10- 02/13/2024 - DORMAN STRATEGIC CONSULTING LLC dba LEGACY BUSINESS ADVISORS, dba SUCCESSION+, SUCCESSION PLUS USA- Business Entity For Tax/Investment Purposes Only- Not Investment Related - At Reported Business Location(s)- Start Date 01/01/2011- 20 Hours Per Month/ 3 Hours During Trading 11- 12/24/2024- WELLth Advisory Services, LLC- Registered Investment Advisor Hybrid- IAR - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024- 120 hours per month/ during trading- I provide investment advisory services through WELLth Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 12-12/24/2024- STRATEGIC RETIREMENT PARTNERS- Registered Investment Advisor DBA- IAR- Inv Rel- At Reported Business Location(s) - Start Date 08/01/2023- 120 hours per month/ during trading 13- 01/02/2025- WELLth Advisory Services- Registered Investment Advisor DBA- IAR - Inv Rel- At Reported Business Location(s) - Start Date 08/01/2024- 20 hours per month/ during trading
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