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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-13 |
Branch Locations
Parma Heights, OH • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Avon Lake | OH | 11/2020 | 10/2021 |
| Northwest Bank | Avon Lake | OH | 08/2015 | 10/2021 |
| The Huntington National Bank | North Olmstead | OH | 11/2021 | 04/2022 |
| The Huntington Investment Company | Columbus | OH | 11/2021 | 04/2022 |
| Great Lakes Retirement, Inc. | Sheffield | OH | 04/2022 | Present |
| Innovation Partners Llc | Charlotte | NC | 03/2024 | Present |
1) DeConcini Wealth Management LLC. Start: 02/2024. Owner/Operator. For marketing purposes. 1hr or less per week.___ 2) Maha's Falafil 1929 E. 61st St., Cleveland, Ohio 44103. Maha's Falafil is her family-owned restaurant serving Gyros, Steak Philly, Chicken Philly, and Falafil. Emily's role is cooking/prepping food and taking orders on Saturdays and Sundays, and one evening only. She will dedicate 15-20 hours per week on this activity. All work is outside of the firm's business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-24 |
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