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822 Kumho Drive Suite 300, Fairlawn, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-26 |
Branch Locations
822 Kumho Drive Suite 300, Fairlawn, OH 44333 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2015 | 10/2018 |
| Charles Schwab & Co., Inc. | Richfield | OH | 04/2019 | 01/2020 |
| Unemployed | Jacksonville | FL | 11/2018 | 04/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2020 | 01/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2020 | 01/2022 |
| Triad Advisors | Norcross | GA | 02/2022 | 12/2022 |
| Lineweaver Wealth Advisors | Valley View | OH | 01/2022 | 12/2022 |
| Flagship Capital Advisors | Valley View | OH | 02/2020 | 01/2022 |
| Lineweaver Wealth Advisors, Llc | Valley View | OH | 03/2022 | 12/2022 |
| Lineweaver Financial Group, Inc. | Valley View | OH | 01/2022 | 12/2022 |
| Ameriprise Financial Services, Llc | Fairlawn | OH | 07/2023 | 09/2025 |
| Unemployed | Stow | OH | 12/2022 | 07/2023 |
| Edgetech Analytics, Llc | Fairlawn | OH | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-17 |
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