Joshua S Melda

Current Employers

Employment History

• 04/2012 → 09/2016
  Securities America, Inc
  Mayfield Heights, OH
• 06/2012 → 09/2016
  Securities America Advisors, Inc.
  Cleveland, OH
• 09/2016 → 04/2020
  Lincoln Financial Advisors Corporation
  Westlake, OH
• 04/2020 → Present
  Trustpoint, Llc
  Westlake, OH

Previous Registrations

• 2016-09-06 → 2020-04-21
  Osaic Fa, Inc.
  Westlake, OH
  Orange Village, OH
• 2012-06-01 → 2016-09-14
  Securities America Advisors, Inc.
  Mayfield Heights, OH
• 2009-11-13 → 2012-06-01
  Pnc Wealth Management Llc
  Cleveland, OH
  Cleveland, OH
  Cleveland, OH
  Parma, OH
  Brookpark, OH
• 2006-06-29 → 2009-11-13
  Natcity Investments, Inc.
  Brookpark, OH
  Parma, OH
  Cleveland, OH
• 2004-07-26 → 2005-12-31
  Natcity Investments, Inc.
  Cleveland, OH
• 2003-03-11 → 2004-07-02
  Lpl Financial Llc
  Westlake, OH

Other Businesses

1) MELDA WEALTH ADVISORS, LLC. 20710 SARATOGA DRIVE FAIRVIEW PARK, OH CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: OWNER DUTIES: ENTITY USED TO PAY BUSINESS EXPENSES. START DATE: 06/2012 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0. 2) JOSHUA MELDA 1991 CROCKER ROAD, SUITE 600 WESTLAKE, OH 44145 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SALES PERSON DUTIES: SELL AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, COMMISSION-BASED GROUP BENEFITS, DISABILITY INS, LONG-TERM CARE INS, TRADITIONAL LIFE INS, AND PREMIUM-FINANCING. START DATE: 09/01/2016 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 3) SANDLER TRAINING 26600 DETROIT ROAD WESTLAKE, OH 44145 CATEGORY: INSTRUCTOR INVESTMENT RELATED: NO TITLE: EMPLOYEE DUTIES: TEACH CLASSES THAT PERTAIN TO SALES, LEADERSHIP, AND MANAGEMENT. START DATE: 07/01/2019 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 3.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-26

Designations

Other Names

• Josh Melda