Bradley Dean Weemhoff

Current Employers

Employment History

• 06/2018 → 01/2019
  Beacon Financial Partners
  Beachwood, OH
• 10/2012 → 06/2018
  Student
  Bainbridge, OH
• 01/2019 → 10/2022
  Lincoln Investment Planning, Llc
  Fort Washington, PA
• 11/2022 → 06/2024
  Securities America, Inc.
  Mayfield Hts, OH
• 11/2022 → 11/2024
  Arbor Point Advisors
  Mayfield Hts, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mayfield Hts, OH
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2022-11-02 → 2024-11-08
  Arbor Point Advisors
  Mayfield Hts, OH
• 2019-01-30 → 2022-10-24
  Lincoln Investment
  Cleveland, OH
  Fort Washington, PA
  Cleveland, OH
• 2019-01-30 → 2022-10-24
  Capital Analysts
  Fort Washington, PA
  Cleveland, OH

Other Businesses

1. INSURANCE POSITION: Insurance NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/20/2022 ADDRESS: 5900 Landerbrook Dr, Suite 205, Mayfield Heights OH 44124, United States DESCRIPTION: Licensed to sell insurance but I am a registered office assistant so have not sold. 2. ARBOR GROUP ADVISORS POSITION: Registered Office Assistant NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 10/03/2022 ADDRESS: 5900 Landerbrook Dr., Suite 205, Mayfield Heights OH 44124, United States DESCRIPTION: Advisory 3. ASH BROKERAGE POSITION: Financial Advisor NATURE: Fixed annuities and SPIAs through Ash Brokerage. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2024 ADDRESS: 5900 Landerbrook Dr. Ste 205, Mayfield Heights OH 44124, United States DESCRIPTION: Paperwork, presentation 4. INSURANCE POSITION: Insurance NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/20/2022 ADDRESS: 5900 Landerbrook Dr, Suite 205, Mayfield Heights OH 44124, United States DESCRIPTION: Advising on Insurance needs

Exams

• S66 Uniform Combined State Law Examination
  2018-11-29