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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
8450 Mentor Ave. Suite 100, Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Ohio Realty, Llc Dba Century 21 Homestar | Solon | OH | 02/2007 | Present |
| The Huntington Investment Company | Columbus | OH | 11/2012 | 11/2016 |
| Lpl Financial Llc | Mentor | OH | 11/2016 | 07/2025 |
| Lighthouse Advisers, Llc | Mentor | OH | 11/2016 | 07/2025 |
| Avayla Solutions Llc Dba Blazebite | Seven Hills | OH | 05/2017 | Present |
| B. Thomas Holdings, Inc. | Mentor | OH | 12/2024 | Present |
| Bt Innovations Llc | Painesville | OH | 03/2017 | Present |
| Lighthouse Advisers, Llc | Mentor | OH | 07/2015 | Present |
| Avantax Investment Services Inc. | Mentor | OH | 07/2025 | 09/2025 |
| Avantax Advisory Services | Mentor | OH | 07/2025 | 09/2025 |
| Avantax Insurance Agency, Llc | Mentor | OH | 07/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Mentor | OH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) UNITED WAY OF LAKE COUNTY; Non-Profit Board Member; United Way of Lake County is a non-profit organization that works with the community to close gaps and open opportunities so everyone can thrive and no one in need stands alone; NIR; HRS 3; HRS 2; 01/01/2025; 9285 Progress Pkwy, Mentor OH 44060; board meetings bi monthly, committee participation monthly, assist in strategy and decision making, Vote/Approve Budget from finance committee, Vote/Approve Funding Allocations to non-profit organizations decided on by Impact Committee 2) NORTHEAST OHIO REALTY LLC DBA CENTURY 21 HOMESTAR POS: Licensed Real Estate Agent NATURE: Licensed Residential Real Estate agent. I work with Buyers and sellers to help them purchase/sell their home for a commission. INV RELATED: No NUMBER OF HRS: 4 SEC TRDNG HRS: 1 START DATE: 02/02/2007 ADDR: 31320 Solon Rd #17, Solon OH 44139, United States DESC: show potential buyers homes, help them negotiate a price/terms and see the process through Work with Sellers to list their home on the MLS, market the property, negotiate price/terms with potential Buyer agents and see the process through. 3) BT INNOVATIONS LLC POS: Sole Member NATURE: Real Estate Agent, sales, commissions, property rentals and house flips. INV RELATED: No NUMBER OF HRS: 10 SEC TRDNG HRS: 0 START DATE: 03/03/2017 ADDR: 660 meadowlark rd, painesville OH 44077, United States DESC: Work with Buyers and sellers to sell their property as a Licensed Real Estate Agent on a part time basis. I also occasionally will buy and flip houses or take on rental properties of my own. 4) B THOMAS HOLDINGS, INC POS: President NATURE: This is my S-corp that owns my 33% portion of Lighthouse Advisers which is the DBA for our Avantax business INV RELATED: No NUMBER OF HRS: 1 SEC TRDNG HRS: 0 START DATE: 12/12/2024 ADDR: 8450 Mentor Ave. Suite 100, Mentor OH 44060, United States DESC: I have no duties with this business. The sole purpose is to hold my LLC member interest of Lighthouse Advisers, LLC 5) LIGHTHOUSE ADVISERS LLC POS: Vice President NATURE: Lighthouse Advisers, LLC is an independent SEC Registered RIA. We will be dissolving this RIA within 30 days of our affiliation with Avantax INV RELATED: Yes NUMBER OF HRS: 1 SEC TRDNG HRS: 1 START DATE: 11/28/2016 ADDR: 8450 Mentor Ave. Suite 100, Mentor OH 44060, United States DESC: In this business We help clients with financial planning. Lighthouse Advisers, LLC is an OH registered investment advisory firm. We will be dissolving this RIA within 30 days of affiliating with Avantax. 6) AVAYLA SOLUTIONS LLC, DBA BLAZEBITE POS: Member NATURE: Mobile App/software solution for High School Concessions, booster clubs and small stadium venues. The app allows venues to accept mobile concession orders from fans/customers and notify their customer when their order is ready. INV RELATED: No NUMBER OF HRS: 10 SEC TRDNG HRS: 0 START DATE: 05/01/2017 ADDR: 6279 Hastings Dr, Seven Hills OH 44131, United States DESC: As a co-founder, I primarily help grow the business. I do this by helping find new school concessions/venues that may benefit from the BlazeBite solution. I am also involved in the growth strategy as well as bring ideas for product enhancements to the technical team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-09 |
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