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Current Employers
Kinetic Wealth Investment Advisors, Llc

28045 Clemens Rd, Suite D, Westlake, OH 44145 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-07
  • OH RA
    APPROVED
    Since 2026-01-07

Branch Locations

28045 Clemens Rd, Suite D, Westlake, OH 44145 • United States

7441 Center Street, Mentor, OH 44060 • 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
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-03-09
  • S63 Uniform Securities Agent State Law Examination
    2010-03-09
Designations
Other Names
  • Ev Corcoran
  • Ed Corcoran

View on SEC IAPD

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