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Avon Lake, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Brecksville | OH | 02/2021 | 09/2021 |
| Planned Financial Services (Dba Name For Our Lpl Office) | Brecksville | OH | 02/2021 | 04/2021 |
| Howard Hanna | Westlake | OH | 08/2020 | 07/2022 |
| Real Estate Student | Avon Lake | OH | 05/2020 | 08/2020 |
| Onshift Inc | Cleveland | OH | 12/2018 | 05/2020 |
| Unemployed | Westlake | OH | 01/2018 | 08/2018 |
| Amtrust Financial | Cleveland | OH | 08/2017 | 01/2018 |
| Mcdonald Hopkins, Llp | Cleveland | OH | 05/2017 | 08/2017 |
| Cleveland State University | Cleveland | OH | 05/2016 | 05/2017 |
| Ithax Financial Llc | Avon Lake | OH | 10/2021 | Present |
| Ithax Financial Llc | Avon Lake | OH | 12/2021 | Present |
| Alma Group Llc | Avon Lake | OH | 06/2021 | 02/2026 |
| Case Western Reserve University | Cleveland | OH | 09/2018 | 04/2019 |
| Planned Financial Services (Dba Name For Our Lpl Office) | Brecksville | OH | 04/2021 | 09/2021 |
| Ithax Financial Llc | Avon Lake | OH | 10/2021 | 03/2022 |
| Key Realty, Ltd | Avon Lake | OH | 07/2022 | Present |
| Hardy Brother Re I Llc | Avon Lake | OH | 07/2022 | 02/2026 |
| Scalar Wealth Llc | Avon Lake | OH | 02/2026 | Present |
1) Key Realty, LTD; Avon Lake, OH; Real estate sales agent; 07/2022; 5 hrs per month; 0 hrs during trading; Sales. 2) AMHF Holdings LLC, Not Investment-related, 825 Horseshoe Way, Avon Lake, OH 44012, Nature of Business: Real Estate Holdings Company, Position: Owner, Start date: 12/2025, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-08 |
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