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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
Branch Locations
28970 Lorain Road Suite 101, North Olmsted, OH 44070 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Brian Olah Asset Management, Inc. | North Olmsted | OH | 08/2007 | 04/2017 |
| Cadaret, Grant & Co., Inc. | North Olmsted | OH | 08/2007 | 07/2025 |
| Brownstone Financial Group, Inc. | North Olmsted | OH | 01/2006 | 01/2017 |
| Lpl Financial Llc | North Olmsted | OH | 07/2025 | Present |
1- 07/2025 - Halo Wealth Management, LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 04/09/2025 - 5 hours per month/ 3 hours during trading 2- 07/2025 - Ash Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 03/18/2021 - 2 hours per month/ 2 hours during trading 3- 07/2025 - Halo Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/11/2016 - 10 hours per month/ 4 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-27 |
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