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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-01-04
  • OH RA
    APPROVED
    Since 2021-01-04

Branch Locations

124 Middle Avenue, Elyria, OH 44035 • United States

34085 Center Ridge Road, North Ridgeville, OH 44039 • United States

105 Chestnut Commons Dr, Elyria, OH 44035 • United States

178 W Streetsboro Street, Hudson, OH 44236 • United States

1175 Cleveland Avenue, Amherst, OH 44001 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marvkat Llc / Miscellaneous Merchants Llc Berea OH 02/2015 Present
Citizens Bank Toledo OH 07/2015 12/2017
Citizens Securities, Inc Toledo OH 07/2015 12/2017
Citizens Securities Inc. Broadview Heights OH 12/2017 04/2019
Citizens Bank Broadview Heights OH 12/2017 04/2019
Fifth Third Bank Avon OH 05/2019 12/2020
Fifth Third Securities Avon OH 05/2019 12/2020
Lpl Financial Llc Elyria OH 01/2021 Present
Northwest Bank Elyria OH 01/2021 Present
  • 02/2015 → Present
    Marvkat Llc / Miscellaneous Merchants Llc
    Berea, OH
  • 07/2015 → 12/2017
    Citizens Bank
    Toledo, OH
  • 07/2015 → 12/2017
    Toledo, OH
  • 12/2017 → 04/2019
    Broadview Heights, OH
  • 12/2017 → 04/2019
    Citizens Bank
    Broadview Heights, OH
  • 05/2019 → 12/2020
    Fifth Third Bank
    Avon, OH
  • 05/2019 → 12/2020
    Fifth Third Securities
    Avon, OH
  • 01/2021 → Present
    Elyria, OH
  • 01/2021 → Present
    Northwest Bank
    Elyria, OH
Previous Registrations
Other Businesses

1) 1/4/2021- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Northwest Investment Services - Inv. Related- at reported business location(s)-100% 2) 1/4/2021- Notary- Inv. Related- Berea, OH -start date 10/2020- 0 hrs/mth 3) 5/12/2021 - Northwest Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 5/11/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Referring to bank partners. 4) 05/24/2024 - Marvin Holdings LLC - Real Estate Rental - Investment Related - Strongsville, OH - Start Date 03/08/2024 - 10 Hours Per Month/ 0 Hours During Trading 5) 12/23/2025 - Waste Wise LLC - Business Owner - Home Based - Not Investment Related - Start Date 12/18/2025 - 4 hours per month/ 0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-07
S63 Uniform Securities Agent State Law Examination 2012-09-25
  • S65 Uniform Investment Adviser Law Examination
    2015-12-07
  • S63 Uniform Securities Agent State Law Examination
    2012-09-25
Other Names
  • Josh Patrick Marvin
  • Joshua P Marvin
  • Joshua Patrick Marvin

View on SEC IAPD

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