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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
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