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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-25 |
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