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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED_RES | 2025-01-13 |
Branch Locations
25200 Chagrin Blvd. Suite 103, Beachwood, OH 44122 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Beachwood | OH | 01/2006 | 06/2024 |
| Securities America Advisors, Inc | Beachwood | OH | 01/2006 | 06/2024 |
| Ash Brokerage | Cleveland | OH | 12/2005 | 01/2025 |
| Creekside Financial Advisors Llc | Beachwood | OH | 10/2011 | 05/2022 |
| Mrjl Financial, Llc | Beachwood | OH | 05/2022 | Present |
| Osaic Wealth, Inc. | Beachwood | OH | 06/2024 | 01/2025 |
| Osaic Wealth, Inc. | Beachwood | OH | 06/2024 | 01/2025 |
| Lpl Financial Llc | Beachwood | OH | 01/2025 | Present |
1)01/07/2025 - MRJL Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/07/2025 - MRJL Financial - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 02/2006 - 5 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-13 |
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