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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-27 |
Branch Locations
12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States
2778 Som Center Road, Suite 201, Willoughby Hills, OH 44094 • United States
2778 Som Center Road, Suite 201, Willoughby Hills, OH 44094 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | Stow | OH | 11/2015 | 04/2019 |
| Lpl Financial Llc | Westlake | OH | 04/2019 | 03/2026 |
| Stratos Wealth Partners, Ltd | Westlake | OH | 04/2019 | 12/2025 |
| Independent Financial Group, Llc | Willoughby Hills | OH | 03/2026 | Present |
MJM FINANCIAL SERVICES POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 7 START DATE: 03/27/2026 ADDRESS: 2778 Som Center Road, Suite 201, Willoughby Hills OH 44094, United States DESCRIPTION: Business Entity for Tax/Investment Purposes Only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-29 |
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