Benjamin A Simerly

Current Employers

Employment History

• 11/2019 → 05/2022
  Concourse Financial Group Securities Inc (Fka Proequities Inc)
  Concord, OH
• 10/2019 → 05/2022
  (Dba) Hb Wealth Advisors
  Concord, OH
• 02/2018 → Present
  Grandview Ventures Llc
  Concord, OH
• 07/2017 → 02/2018
  Unemployed
  Concord, OH
• 01/2016 → 07/2017
  Ernest Maier, Inc.
  Bladensburg, MD
• 05/2019 → Present
  Allan Property Managment
  Concord, OH
• 08/2021 → 05/2022
  (Dba) The Lakehouse Advisor
  Concord, OH
• 05/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2022 → Present
  (Dba) Lakehouse Family Wealth
  Concord, OH
• 05/2022 → Present
  Cleveland Clinic Family Wealth / Cc Family Wealth
  Concord, OH
• 05/2022 → Present
  University Hospitals Family Wealth / Uh Family Wealth
  Concord, OH
• 05/2022 → Present
  Baldridge Wealth Managment
  Greenfield, WI

Previous Registrations

• 2020-02-18 → 2022-05-31
  Concourse Financial Group Securities, Inc.
  Concord, OH

Other Businesses

1. GRANDVIEW VENTURES, LLC., 7990 Sweetgum Trail, Concord OH 44060, United States, 02/01/2018, Owner, Information Technology services, NIR, 1 HR/MO - 1 HR/MO TRADING 2. BALDRIDGE WEALTH MANAGMENT, 10521 West Layton Avenue, Greenfield WI 53228, United States, 05/16/2022, Project Manager, Employee (receive a W-2), NIR, 96 HR/MO - 5 HR/MO TRADING 3. ALLAN PROPERTY MANAGMENT, 7990 Sweetgum Trail, Concord OH 44060, United States, 05/01/2019, Owner, Real Estate, NIR, 5 HR/MO - 1 HR/MO TRADING 4. PHOTOGRAPHY, 7990 Sweetgum Trail, Concord OH 44060, United States, 07/01/2015, Photographer, Photography, NIR, 1 HR/MO - 0 HR/MO TRADING 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 05/16/2022 6. LAKEHOUSE FAMILY WEALTH, LLC / 7990 Sweetgum Trl, Concord OH 44060 / 05/16/2022 / INV REL / DBA - SECURITIES RELATED BUSINESS / 120 HR/MO - 30 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2020-02-18

Other Names

• Benjamin Allan Simerly