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1300 East 9Th Street Suite 750, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-12-01 |
| TX | RA | APPROVED_RES | 2019-07-03 |
| OH | RA | APPROVED | 2017-11-13 |
Branch Locations
1300 East 9Th Street Suite 750, Cleveland, OH 44114 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Lakes Rental Mortgage, Llc | Cleveland | OH | 02/2023 | Present |
| Great Lakes Commerical Mortgages, Llc | Cleveland | OH | 09/2023 | Present |
| Great Lakes Family Of Companies, Llc | Cleveland | OH | 06/2022 | Present |
| Wayne Manor Cleveland. Llc | Celevland | OH | 01/2022 | Present |
| Prudential Insurance Company Of America | Beachwood | OH | 08/2015 | 09/2017 |
| Pruco Securities Llc | Newark | NJ | 08/2015 | 10/2017 |
| Great Lakes Retirement Planning, Llc | Cleveland | OH | 10/2017 | Present |
| Great Lakes Financing, Llc | Beachwood | OH | 08/2018 | 02/2022 |
| Great Lakes Loan Servicing, Llc | Cleveland | OH | 06/2018 | Present |
| Ash Brokerage | Fort Wayne | IN | 10/2017 | Present |
1. Great Lakes Rental Mortgage, LLC; Originates and sells commercial mortgages for Single Family and 1-4 Family investment properties; Investment related; President; Started 09/2023; Approx 160 hrs/mo; may occur during market hours. 2. Great Lakes Loan Servicing, LLC; Services commercial mortgages for payment on debt and proper allocation of escrow for insurance and property tax payments; President; Not Investment related; Started 10/2018; Approx 20 hrs/mo; may occur during market hours. 3. Great Lakes Commercial mortgage, LLC; underwrites & sells commercial mortgages for multi-family properties; Investment related; President; Started 9/2023; Approx 40 hrs/mo; may occur during market hours. 4. Great Lakes Family of Companies, LLC; Holding Company; President; not investment related; Started 03/2022; Approx 6 hrs/mo; may occur during market hours. 5. Great Lakes Securities, LLC; Shell corporation intending to make application for registration as a Broker/Dealer; President; not investment related; Started 04/2022; Approx 2 hrs/mo; may occur during market hours. 6. Fixed Life Insurance; Licensed Agent; Investment related; Started 02/2012; Approx 8 hrs/mo; may occur during market hours. 7. Friends of Breakthrough Public Charter Schools; non-profit providing support to inner city public schools in the city of Cleveland (k-8) students; Board Member; not investment related; Started 10/2017; Approx 10 hrs/mo; may occur during market hours. 8. Linda L. Loria Trust DTD 12/14/2014; Trustee; Investment Related; Started 12/14/2014; Approx 4 hrs/mo; may occur during market hours. 9. Wayne Manor Cleveland, LLC; Owns Real Estate; Managing Member; Investment related; Started 01/2022; Approx 4 hrs /mo; may occur during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-03 |
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