Edward Aron Sommer

Current Employers

Employment History

• 05/2012 → 07/2022
  Mwd Consulting
  Worthington, OH
• 06/2012 → 12/2017
  Invest Financial Corp.
  Tampa, FL
• 12/2017 → 11/2023
  Securities America, Inc.
  Worthington, OH
• 12/2017 → 11/2023
  Securities America Advisors
  Worthington, OH
• 11/2023 → 07/2025
  Cadaret, Grant & Co., Inc.
  Worthington, OH
• 07/2025 → Present
  Lpl Financial Llc
  Worthington, OH

Previous Registrations

• 2023-11-30 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Worthington, OH
  Syracuse, NY
• 2017-12-18 → 2023-12-11
  Securities America Advisors, Inc.
  Worthington, OH
• 2016-04-21 → 2017-12-19
  Invest Financial Corporation
  Worthington, OH

Other Businesses

1- 07/2025 - Sommer Holdings, LLC - Real Estate Rental - Investment Related - Miramar Beach, FL - Start Date 08/01/2021 - 4 hours per month/ 0 hours during trading 2 - 07/2025 - Echelon Capital Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2022 - 10 hours per month/ during trading 3- 07/2025 - OPOC Insurance Services, LLC - Business Owner - Investment Related - At Reported Business Location(s) - Start Date 01/01/2022 - 0 hours per month/ during trading 4- 07/2025 - TelAssurance, LLC - Business Owner - Not Investment Related - Columbus, OH - Start Date 02/01/2023 - 0 hours per month/ during trading 5- 07/2025 - AccelWell - Business Owner - Investor - Not Investment Related - At Reported Business Location(s) - Start Date 06/01/2012 - 0 hours per month/ during trading 6- 07/2025 - CentricHC - Business Owner - Investor - Investment Related - At Reported Business Location(s) - Start Date 06/01/2012 - 0 hours per month/ during trading 7- 07/2025 - OPOC.us Retirement Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2012 - 100 hours per month/ 60 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-04-18