Best Investors Account Sign in
Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-05-22
TX RA APPROVED 2024-05-21
  • OH RA
    APPROVED
    Since 2024-05-22
  • TX RA
    APPROVED
    Since 2024-05-21

Branch Locations

30195 Chagrin Blvd Ste 208W, Pepper Pike, OH 44124 • 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
Securities America, Inc. Pepper Pike OH 02/2014 05/2024
Securities America Advisors, Inc. Pepper Pike OH 02/2014 05/2024
Lpl Financial Llc Pepper Pike OH 05/2024 Present
  • 02/2014 → 05/2024
    Securities America, Inc.
    Pepper Pike, OH
  • 02/2014 → 05/2024
    Securities America Advisors, Inc.
    Pepper Pike, OH
  • 05/2024 → Present
    Pepper Pike, OH
Previous Registrations
  • 2014-02-21 → 2024-05-21
    Securities America Advisors, Inc.
    Pepper Pike, OH
  • 2010-10-29 → 2012-12-10
    Cleveland, OH
  • 2008-12-24 → 2010-11-02
    Mayfield Heights, OH
    Cleveland Heights, OH
    St Louis, MO
    Mayfield Heights, OH
Other Businesses

1.05/21/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Creekside Financial Advisors LLC; Investment Related; at Reported Business Location(s); Start Date 05/20/2024; 160hrs/mth; 40hrs during trading 2.05/21/2024; Creekside Financial Holdings, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/20/2024; 160hrs/mth; 40hrs during trading 3.03/16/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Western Reserve Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date 03/13/2026; 20hrs/mth; 20hrs during trading 4.05/22/2026; Dolohanty Holdings LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/15/2026; 30hrs/mth; 10hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-13
  • S66 Uniform Combined State Law Examination
    2008-12-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pepper Pike, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor