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4604 Timber Commons Drive, Sandusky, OH 44870 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-11 |
Branch Locations
5070 Waterford Drive, Sheffield Village, OH 44035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Carroll University | University Heights | OH | 08/2016 | 05/2019 |
| Nasa Glenn | Cleveland | OH | 06/2018 | 08/2018 |
| Dynamix Group Llc | Chagrin Falls | OH | 03/2018 | 05/2018 |
| Unemployed | Fairview Park | OH | 05/2019 | 09/2019 |
| Cetera Advisor Networks | El Segundo | CA | 09/2019 | 11/2019 |
| Cetera Advisor Networks | El Segundo | CA | 11/2019 | 09/2020 |
| Lpl Financial Llc | Fairview Park | OH | 09/2020 | 09/2023 |
| Great Lakes Retirement, Inc. | Sandusky | OH | 09/2023 | Present |
1)08/18/2020 - Ohio Investment Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 09/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-05 |
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