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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-02-14
  • OH RA
    APPROVED
    Since 2018-02-14

Branch Locations

5515 Pearl Rd, Parma, OH 44129 • United States

2802 Som Center Rd Ste 100, Willoughby Hills, OH 44094 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ta-Check Tax Service Middleburg Hts. OH 12/2000 Present
Sii Investments, Inc. Parma OH 08/2007 02/2018
Lpl Financial Llc Parma OH 02/2018 Present
Ta-Check Financial Parma OH 02/2018 Present
  • 12/2000 → Present
    Ta-Check Tax Service
    Middleburg Hts., OH
  • 08/2007 → 02/2018
    Sii Investments, Inc.
    Parma, OH
  • 02/2018 → Present
    Parma, OH
  • 02/2018 → Present
    Ta-Check Financial
    Parma, OH
Previous Registrations
  • 2017-12-07 → 2022-12-31
    Strongsville, OH
  • 2007-08-07 → 2018-02-14
    Sii Investments, Inc.
    Parma, OH
    Parma, OH
    Appleton, WI
  • 2004-01-12 → 2007-08-09
    Fsc Securities Corporation
    Parma, OH
    Parma, OH
  • 2003-10-02 → 2004-01-07
    Fsc Securities Corporation
    Middleburg Hts, OH
Other Businesses

1. 02/14/2018 - Crump - Investment Related - Non-Variable Insurance - Insurance Agent - Start Date 2016 - Time Spent 1%. 2. 02/14/2018 - TA-CHECK FINANCIAL - Investment Related - Tax Prep/Accounting/CPA - Tax Prep. 3. 02/14/2018 - TA-CHECK FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 02/14/2018 - TA-Check Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date 03/08/2018 - I provide investment advisory services through TA-Check Financial, an independent investment advisor firm. I started this business activity in 03/08/2018. I expect to spend approximately hours per month on this activity. Please see the Form ADV of the advisory firm 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. 5. 10/01/2019 - TA CHECK FINANCIAL - Investment related - At reported business location(s) - Non-Variable Insurance - start date:09/10/2019 - 1 hr/mo - 1 hr during trading. 6. 12/17/2024 - Vault Financial Group, LLC - Investment related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date: 01/01/2025 - 80 Hrs/Mth - 4 Hrs During Trading 7) 01/02/2025 - Vault Tax Services, LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:01/01/2025 - 80Hrs/Mth - 4 Hrs During Trading. 8) 12/30/2024 - Yuhas Consulting LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:01/01/2025 - 80 Hrs/Mth - 4 Hrs During Trading. 9) 12/30/2024 - 5515 Pearl Rd LLC - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date:01/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Other Names
  • Jason Robert Yuhas

View on SEC IAPD

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