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28045 Clemens Rd, Suite D, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-07 |
Branch Locations
28045 Clemens Rd, Suite D, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Chesterland | OH | 01/2008 | 07/2021 |
| Ameriprise Financial Services, Llc | Chesterland | OH | 07/2021 | 09/2021 |
| Lpl Financial, Llc | Mentor | OH | 09/2021 | Present |
| Kinetic Wealth Investment Advisors, Llc | Mentor | OH | 01/2026 | Present |
1) 11/27/2023: No business name; Sevierville, TN; Real Estate Rental; Inv. related; start date 10/4/2023: 10hrs/mo.; 1hr during trading. 2) 01/15/2026 - Corcoran Financial Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 3/2008 - 1 hour per month/ during trading 3) 01/23/2026 - Kinetic Wealth Investment Advisors, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/05/2026 - 176 hours per month/ 143 hours during trading - I provide investment advisory services through Kinetic Wealth Investment Advisors, an independent investment advisor firm. I started this business activity in 1/2026 I expect to spend approximately 176 hours per month on this activity. Please see the advisory firm's Form ADV 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. 4) 02/03/2026 - Ivyline, LLC - Business Owner - Co-owner - Not Investment Related - Phoenix, AZ - Start Date 01/01/2026 - 2 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-03-09 |
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