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Game Plan Financial Advisors, LLC CRD 147608
$255M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
26600 Detroit Road Suite 270, Westlake, Oh, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-11-17 |
Branch Locations
26600 Detroit Road Suite 270, Westlake, Oh, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Game Plan Financial Advisors, Llc | Westlake | OH | 04/2009 | Present |
1) CO-OWNER OF THE SCHOOL OF ROCK IN WESTLAKE, STRONGSVILLE and HIGHLAND HEIGHT OHIO. PERFORMANCE BASED MUSIC SCHOOL. CO-OWNED WITH SPOUSE AND I CURRENTLY ACT AS AN ADVISOR TO HER. LESS THAN 5 HOURS PER WEEK.OWNER FROM 1/2007 TO PRESENT 2) OHIO RESIDENT INSURANCE PRODUCER; INVESTMENT-RELATED; 26600 DETROIT ROAD, SUITE 270; WESTLAKE, OH 44145; LICENSED INSURANCE AGENT/BROKER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-30 |
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