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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boyd Watterson Asset Management | Cleveland | OH | 08/2011 | 10/2016 |
| Pnc Asset Management | Cleveland | OH | 10/2016 | 04/2020 |
| Lineweaver Financial Group | Valley View | OH | 07/2021 | 06/2023 |
| Lineweaver Wealth Advisors, Llc | Valley View | OH | 06/2022 | 06/2023 |
| Unemployed | Canton | OH | 04/2020 | 07/2021 |
| Lineweaver Wealth Advisors, Llc | Valley View | OH | 07/2021 | 06/2023 |
| Sequoia Financial Group | Akron | OH | 06/2023 | 03/2026 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-09 |
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