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416 West Liberty Street, Medina, OH 44256-2222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2003-01-27 |
Branch Locations
416 West Liberty, Medina, OH 44256-2222 • United States
416 West Liberty, Medina, OH 44256-2222 • United States
4199 Kinross Lakes Pkwy. Suite 275, Richfield, OH 44286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L Financial Llc (Formerly: Linsco/Private Ledger Corp.) | Tulsa | OK | 03/1999 | Present |
| Oda And Company, Inc. | Medina | OH | 01/2000 | Present |
1. 07/30/08 - NON-VARIABLE INSURANCE, OUTSIDE INSURANCE. 2. 02/03/2010 - DBA ONLY, SIMPLY FINANCIAL WEALTH MANAGEMENT, LLC, OK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-05 |
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