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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 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Canton | OH | 04/2012 | 08/2020 |
| Ifp Securities, Llc | Powell | OH | 08/2020 | 11/2023 |
| Independent Financial Partners | Powell | OH | 08/2020 | 11/2023 |
| Ignyte Financial, Llc | Powell | OH | 03/2020 | Present |
| Avantax Investment Services Inc. | Powell | OH | 11/2023 | 09/2025 |
| Avantax Advisory Services | Powell | OH | 11/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | Powell | OH | 11/2023 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) PLAIN CITY AREA BALL ASSOCIATION POSITION: Youth Coach NATURE: Plain City Ball Association is a nonprofit 501 (c) that offers a variety of youth sports to the Plain City area. These sports include Football, Basketball, Baseball, Softball and T-Ball. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: 580 S Chillicothe ST, Plain City OH 43064, United States DESCRIPTION: Organizing Games, Practices and Events. Coaching Youth Football, Basketball & Soccer Practices and Games 2) WHOLE LIFE INSURANCE WITH SUNLIFE POSITION: Agent NATURE: Agent of record on the Whole Life insurance policy for my client. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/14/2024 ADDRESS: 3845 Attucks Dr, Powell OH 43065, United States DESCRIPTION: Advise on policy, contact insurance company for any necessary changes or questions. 3) IGNYTE FINANCIAL, LLC POSITION: Sole Member NATURE: Ignyte Financial is my LLC that I use as an OBA to do business within the Securities Industry. Ignyte Financial offers multiple investment related services including Financial Planning, Wealth Management, Estate Planning & Tax Planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/31/2020 ADDRESS: 3845 Attucks Dr, POWELL OH 43065, United States DESCRIPTION: Ignyte Financial is my OBA that I use for the Securities Industry as an Independent Financial Advisor. I meet with clients to review all of their financial needs, review their investment portfolios, Financial Planning, College Planning, Insurance Planning and Estate Planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-19 |
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