Lucas Grant Colantoni

Current Employers

Employment History

• 07/2019 → 08/2021
  Charles Schwab & Co., Inc.
  Richfield, OH
• 05/2017 → 01/2019
  University Of Akron
  Akron, OH
• 08/2015 → 05/2019
  Univerity Of Akron
  Akron, OH
• 09/2021 → 05/2022
  Fidelity Investments
  Cleveland Heights, OH
• 05/2016 → 05/2019
  Vector
  Akron, OH
• 09/2015 → 05/2019
  The University Of Akron
  Akron, OH
• 05/2022 → 02/2024
  Dakota Wealth, Llc
  Akron, OH
• 03/2024 → 06/2024
  The Prudential Insurance Company Of America
  Independence, OH
• 03/2024 → 06/2024
  Pruco Securities Llc
  Independence, OH
• 06/2024 → Present
  Wealth Health Llc
  Avon, OH
• 06/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 06/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-03-05 → 2024-05-30
  Pruco Securities, Llc.
  Independence, OH
• 2023-01-05 → 2024-02-09
  Dakota Wealth, Llc
  Palm Beach Gardens, FL
  Akron, OH

Other Businesses

NAME OF OTHER BUSINESS: WEALTH HEALTH LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/2024;, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-31
• S63 Uniform Securities Agent State Law Examination
  2021-05-24

Other Names

• Lucas Colantoni
• Lucas Grant Colantoni