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9035 Sweet Valley Drive, Valley View, OH 44125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-12-01 |
Branch Locations
9035 Sweet Valley Drive, Valley View, OH 44125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-18 |
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