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South Euclid, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Dublin | OH | 02/2016 | 01/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Toledo | OH | 02/2016 | 01/2018 |
| Avantax Insurance Agency, Llc | Lyons | OH | 09/2020 | 05/2021 |
| Avantax Advisory Services | Lyons | OH | 09/2020 | 05/2021 |
| Avantax Investment Services | Lyons | OH | 09/2020 | 05/2021 |
| Village Tax & Financial Services | Lyons | OH | 05/2020 | 12/2023 |
| Unemployed | Lyons | OH | 01/2020 | 04/2020 |
| Huntington Bank | Perrysburg | OH | 09/2019 | 12/2019 |
| Rudolph Libbe Inc. | Walbridge | OH | 12/2018 | 08/2019 |
| Unemployed | Wall Bridge | OH | 02/2018 | 11/2018 |
| Lpl Financial, Llc | Lyons | OH | 05/2021 | 03/2024 |
| Atlas Wealth Management | Delta | OH | 04/2024 | Present |
1) JEREMY L. PARDUE; INVESTMENT RELATED; 13439 COUNTY ROAD 7-2, DELTA, OH 43515; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 11/2017; APPROX. 20 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-06 |
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