Best Investors Account Sign in

Ryan Christopher Sowards

Lineweaver Wealth Advisors

Valley View, OH

Claim This Profile
Current Employers
Lineweaver Wealth Advisors

9035 Sweet Valley Drive, Valley View, OH 44125 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-12-01
  • OH RA
    APPROVED
    Since 2020-12-01

Branch Locations

9035 Sweet Valley Drive, Valley View, OH 44125 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moody Securities, Llc Houston TX 02/2016 01/2017
Atel Securities Corporation San Francisco CA 01/2017 08/2017
Wells Fargo Clearing Service, Llc Cleveland OH 02/2018 11/2020
Unemployed Cleveland OH 08/2017 02/2018
Lineweaver Wealth Advisors, Llc Valley View OH 11/2020 Present
Triad Advisors Norcross GA 12/2020 08/2024
Lineweaver Financial Group Valley View OH 11/2020 Present
Purshe Kaplan Sterling Investments Albany NY 08/2024 Present
  • 02/2016 → 01/2017
    Moody Securities, Llc
    Houston, TX
  • 01/2017 → 08/2017
    Atel Securities Corporation
    San Francisco, CA
  • 02/2018 → 11/2020
    Wells Fargo Clearing Service, Llc
    Cleveland, OH
  • 08/2017 → 02/2018
    Unemployed
    Cleveland, OH
  • 11/2020 → Present
    Lineweaver Wealth Advisors, Llc
    Valley View, OH
  • 12/2020 → 08/2024
    Triad Advisors
    Norcross, GA
  • 11/2020 → Present
    Lineweaver Financial Group
    Valley View, OH
  • 08/2024 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

1) Lineweaver Wealth Advisors. Investment related. At registered location. RIA. IAR. 11/2020. 64 hrs/month, 48 hrs during trading hrs. Investment advisor services. 2) Lineweaver Financial Group. Investment related. At registered location. Fixed Insurance. Agent. 11/2020. 48 hrs/month, 1 hr during trading hrs. Fixed insurance. 3) Fixed Insurance. Investment related. At registered location. Fixed Insurance. Agent. 08/2024. 48 hrs/month, 48 hrs during trading hrs. Provide insurance advice based on the needs of clients. 4) Purshe Kaplan Sterling Investments; Investment Related; Albany, NY; Start Date 08/2024; 48 hrs/month, 48 hrs during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-24
S63 Uniform Securities Agent State Law Examination 2005-02-18
  • S66 Uniform Combined State Law Examination
    2018-03-24
  • S63 Uniform Securities Agent State Law Examination
    2005-02-18
Other Names
  • Ryan Christopher Sowards

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Valley View, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor