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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-27 |
Branch Locations
2778 Som Center Road, Suite 201, Willoughby Hills, OH 44094 • United States
12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Willoughby Hills | OH | 09/2004 | 03/2026 |
| Stratos Wealth Partners, Ltd | Willoughby Hills | OH | 01/2016 | 03/2026 |
| Independent Financial Group, Llc | Willoughby Hills | OH | 03/2026 | Present |
PAS FINANCIAL INC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2013 ADDRESS: 2778 SOM Center Road, Suite 201, Willoughby Hills OH 44094, United States DESCRIPTION: Business DBA only- non published YMCA BOARD POSITION: Board Member NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 36909 Ridge Rd, Willoughby OH 44094, United States DESCRIPTION: Board Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-08-09 |
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