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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mentor | OH | 01/2015 | 07/2025 |
| Lighthouse Advisers, Llc | Mentor | OH | 11/2015 | 01/2025 |
| M.W. Beverage, Inc | Mentor | OH | 12/2014 | Present |
| Blakely Insurance, Inc. | Mentor | OH | 01/2023 | Present |
| Lake County, Ohio | Painesville | OH | 01/2025 | Present |
| Avantax Investment Services Inc. | Mentor | OH | 07/2025 | 09/2025 |
| Avantax Advisory Services | Mentor | OH | 07/2025 | 09/2025 |
| Avantax Insurance Agency, Llc | Mentor | OH | 07/2025 | 09/2025 |
| Lighthouse Delivery Services, Llc | Mentor | OH | 03/2020 | Present |
| M.W. Beverage Properties, Llc | Mentor | OH | 03/2021 | Present |
| Cetera Wealth Services, Llc | Mentor | OH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) M.W. Beverage Properties, LLC; Member; LLC I opened for a real estate purchase. No longer in use and needs to be shut down at the state.; NIR; 1; 0; 03/15/2021; 8450 Mentor Ave Mentor OH 44060; No further duties other than to shut it down at the state. 2) M.W. Beverage Inc.; Shareholder; Company offers investment , retirement, financial planning and college fund planning, life insurance; IR; 160; 105; 12/19/2014; 8450 Mentor Avenue Mentor OH 44060; I prospect potential clients, meet with clients, review investment strategies, implement new investment strategies, give investment and retirement planning advice. 3) Blakely Insurance, Inc.; Owner; Property &casualty agency ; IR; 1; 15; 01/01/2023; 8450 Mentor Ave Mentor OH 44060; I run the business and carry the insurance contracts and agency licenses in my name. I have an employee who manages the vast majority of day to day tasks. 4) Lighthouse Delivery Services, LLC; Owner; Entity opened in 2020 and never used it or conducted business activity with it. It still shows active with the state, which I need to update and close out. The intent of the business was to enable restaurants to contract with their servers to turn them into delivery drivers during covid ; NIR; 1; 0; 03/17/2020; 8450 Mentor Ave Mentor OH 44060; No duties or responsibilities other than I need to shut it down. 5) Northeast Ohio Area Coordinating Agency; Board Member; As a county commissioner, and board member of this MPO(metropolitan planning organization.) MPO's coordinate, evaluate, and advocate for Dept of Transportation grants and funding ; NIR; 1; 1; 01/24/2025; 1299 Superior Avenue Cleveland OH 44114; Attend board meetings, hire, manage executive director, evaluate & advocate for infrastructure projects. 6) Lake County Land Bank; board member; As commissioner i automatically get appointed to the county land bank. Entity handle distressed properties in my county. They buy them, fix them up, and sell them.; NIR; 1; 0; 01/09/2025; 8 North State Street Painesville OH 44077; attend board meetings, hire and manage the executive director, make decisions regarding funding opportunities and programs related to distressed properties. 7) Lake County Board of Revisions; board member; the commissioner, auditor, and treasurer review property valuation disputes.; NIR; 1; 1; 01/09/2025; 105 Main St Painesville OH 44077; the panel of 3 elected officials listen to property owners dispute their property valuations and decide whether to raise or lower them. 8) Lake County Planning Commission; member; the planning commission reviews zoning and planning laws and changes.; NIR; 1; 0; 01/09/2025; 105 Main Street Painesville OH 44077; attend meetings, review zoning laws and proposed changes, review street plans, review engineer and utility plans, review subdivision plans 9)Lake County Solid Waste Management Policy Committee; member; a committee to supervise the county landfill.; NIR; 1; 1; 01/09/2025; 105 Main Street Painesville OH 44077; attend 1 or 2 meetings and decision making for the Lake County Landfill. 10) Lake County Investment Committee; member; 2 commissioners and the treasurer form this committee to review the investments for the county. ; NIR; 1; 1; 01/09/2025; 105 Main Street Painesville OH 44077; attend quarterly meetings, select the investment adviser and evaluate the job they do. Currently its Meeder Investments, offering funds through Meeder Distribution services. the adviser has nothing to do with my firm or anyone related to me, personally or professionally. it appears they are not affiliated with a broker dealer. they help develop the investment policy in accordance with Ohio Revised Code laws.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-06 |
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