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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-01-02 |
| OH | RA | APPROVED | 2016-08-18 |
Branch Locations
2214 Enterprise Parkway East, Twinsburg, OH 44087 • United States
25825 Science Park Drive Suite 110, Cleveland, OH 44122 • United States
25825 Science Park Drive Suite 110, Cleveland, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-08-18 |
Branch Locations
2214 Enterprise Parkway East, Twinsburg, OH 44087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fna Wealth Management | Twinsberg | OH | 05/1993 | Present |
| Lincoln Investment Planning Llc | Fort Washington | PA | 08/2016 | Present |
| Beacon Financial Advisory, Llc | Twinsburg | OH | 08/2016 | Present |
RANDAZZO LAW OFFICE POSITION: Attorney NATURE: Law Practice INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 2212 Enterprise Pkwy, E, Twinsburg OH 44087 DESCRIPTION: Basic estate planning counsel and document drafting NORTHEAST OHIO PLANNED GIVING COUNCIL FOR AMERICAN CANCER SOCIETY POSITION: Committee member NATURE: Fundraising activities and cancer awareness INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: XXX, Atlanta GA 00000 DESCRIPTION: involved with planning and running fundraising events BUCKEYE DEFERRED COMP, LLC POSITION: Owner of the LLC. All business run through Lincoln NATURE: DBA/Brand for 457 business INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 2214 Enterprise Pkwy East, Twinsburg OH 44087, United States DESCRIPTION: Oversee other producers in the office that run deferred compensation business. FNA WEALTH MANAGEMENT POSITION: Owner NATURE: Fixed Insurance & DBA for securities business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2013 ADDRESS: 2214 Enterprise Pkwy, E, Twinsburg OH 44087, United States DESCRIPTION: Sales and service of insurance products BEACON FINANCIAL ADVISORY, LLC POSITION: Investment Adviser Representative of Beacon Financial Advisory, LLC, a registered investment advisory company. NATURE: Investment services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 08/17/2016 ADDRESS: 25825 Science Park Drive, suite 110, Cleveland OH 44122, United States DESCRIPTION: Managing investment accounts for clients. HUDSON BASEBALL ASSOCIATION POSITION: Treasurer, Board Member, Coach NATURE: Youth baseball association INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: PO Box 2219, Hudson OH 44236, United States DESCRIPTION: Treasurer, coaching, overall management HUDSON BASEBALL ALLIANCE POSITION: Treasurer, Board Member NATURE: 501(c)(3) baseball association INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: PO Box 2219, Hudson OH 44236, United States DESCRIPTION: keeping books, filing tax returns ENTERPRISE POINT CONDO ASSOC POSITION: treasurer, Board Member NATURE: office condo assoc INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 2214 E ENTERPRISE PKWY, TWINSBURG OH 44087-2356, United States DESCRIPTION: bill paying and bookkeeping
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-02 |
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