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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Lexington | OH | 09/2007 | 08/2022 |
| Key Investment Services Llc | Canton | OH | 02/2011 | 08/2022 |
| Ifp Securities, Llc | Powell | OH | 07/2022 | 11/2023 |
| Independent Financial Partners | Powell | OH | 07/2022 | 11/2023 |
| Ignyte Financial, Llc | Powell | OH | 08/2022 | Present |
| Dynamic Investment Holdings Llc | New Albany | OH | 07/2022 | Present |
| Avantax Investment Services Inc. | Powell | OH | 11/2023 | 09/2025 |
| Avantax Advisory Services | Powell | OH | 11/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | Powell | OH | 11/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Powell | OH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) IGNYTE FINANCIAL LLC POSITION: FINANCIAL ADVISOR NATURE: WE PROVIDE FINANCAL PLANNING,INVESTMENT PLANNING,TAX PLANNING,ESTATE PLANNING RISK ANALYSIS SERVICES THROUGH THIS ENTITY INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/19/2022 ADDRESS: 3845 Attucks Dr, Powell OH 43065, United States DESCRIPTION: MEET WITH CLIENTS. REVIEW INVESTMENT PERFORMANCE. RETIREMENT PLANNING . LONG TERM CARE PLANNING. RISK ANYLASIS 2) DYNAMIC INVESTMENT HOLDINGS LLC POSITION: MEMBER NATURE: this llc will be used to pay for business related expenses INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/18/2022 ADDRESS: 1099 BAYBORO DR, NEW ALBANY OH 43054, United States DESCRIPTION: paying business related expenses, accounting, balancing accounts, reviewing expenses, allocating funds
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-25 |
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