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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2018-01-02
OH RA APPROVED 2016-08-18
  • IN RA
    APPROVED
    Since 2018-01-02
  • OH RA
    APPROVED
    Since 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

Beacon Financial Advisory Llc

25825 Science Park Drive Suite 110, Cleveland, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-08-18
  • OH RA
    APPROVED
    Since 2016-08-18

Branch Locations

2214 Enterprise Parkway East, Twinsburg, OH 44087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/1993 → Present
    Fna Wealth Management
    Twinsberg, OH
  • 08/2016 → Present
    Lincoln Investment Planning Llc
    Fort Washington, PA
  • 08/2016 → Present
    Twinsburg, OH
Previous Registrations
  • 2015-01-30 → 2016-08-26
    Birmingham, AL
  • 2005-01-18 → 2015-01-30
    Wrp Investments, Inc.
    Youngstown, OH
    Twinsburg, OH
    Westlake, OH
    Parma, OH
    Twinsburg, OH
    Strongsville, OH
    Twinsburg, OH
    Youngstown, OH
  • 2005-01-12 → 2005-01-14
    Osaic Fs, Inc.
    Twinsburg, OH
  • 2002-02-07 → 2004-12-31
    Wrp Investments, Inc.
    Youngstown, OH
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-02
  • S63 Uniform Securities Agent State Law Examination
    2000-10-02
Designations
Other Names
  • Joe Randazzo

View on SEC IAPD

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