Elizabeth Anne Skrinak

Current Employers

Employment History

• 04/2004 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sandusky, OH
• 05/2011 → 03/2018
  Bank Of America, N.A.
  Sandusky, OH
• 03/2018 → Present
  Kestra Investment Services, Llc
  Sandusky, OH
• 03/2018 → Present
  Kestra Private Wealth Services
  Sandusky, OH

Previous Registrations

• 2004-05-14 → 2018-03-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sandusky, OH
  Westlake, OH
• 2002-08-07 → 2003-08-15
  Kestra Investment Services, Llc
  Dallas, TX

Other Businesses

Name: Kim and Elizabeth Skrinak Investment Related: No Address: 2400 Adams Ave Columbus OH 44870 Nature of Business: Real Estate Position, Title or Relationship: Owner/landlady Start Date: 4/4/2011 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Pay bills, interact with tenants, schedule maintenance workers when needed, collect rent. Name: Elizabeth A and Kim FP Skrinak Investment Related: No Address: 2406 Adams Ave Columbus OH 44870 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 3/17/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Schedule maintenance workers when necessary, collect rent, interact with tenants Name: True Alpha Wealth Management Investment Related: Yes Address: 5004 Timber Commons Drive, Suite 502 Sandusky OH 44870 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Financial Advisor Start Date: 12/1/2017 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Marketing, firm, managing portfolios, preparing financial plans. Name: DISANTIS CONSULTING POSITION: Independent contractor NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/23/2022 ADDRESS: 10113 Sundown Trail, North Royalton OH 44133 DESCRIPTION: No real duties or obligations. Case by case consulting. Name: SKRINAK CONSULTING POSITION: Sole proprietor NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2024 ADDRESS: 3883 N CLIFF RD, PORT CLINTON OH 43452, United States DESCRIPTION: Consultation only. Name: 2406 ADAMS AVE LLC POSITION: Sole member of the LLC NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 3883 N. Cliff Road, Port Clinton OH 43452, United States DESCRIPTION: Secure new tenant when applicable pay bills handle repairs and outside contractors Name: 2400 ADAMS AVE, LLC POSITION: Sole member of the LLC NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 3883 N. Cliff Road, Port Clinton OH 43452, United States DESCRIPTION: Secure new tenant when applicable Pay bills handle repairs and third party repair companies

Exams

• S66 Uniform Combined State Law Examination
  2002-06-05

Designations

Other Names

• Elizabeth Anne O'COnnor