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30285 Bruce Industrial Parkway Suite A, Solon, OH 44139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-08 |
| NC | RA | APPROVED | 2016-12-20 |
| FL | RA | APPROVED | 2015-02-03 |
| OH | RA | APPROVED | 2012-02-15 |
Branch Locations
30285 Bruce Industrial Parkway Suite A, Solon, OH 44139 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2005-09-06 |
Branch Locations
30285 Bruce Industrial Pwy #A, Solon, OH 44139 • United States
Chagrin Falls, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Solon | OH | 08/2005 | Present |
| Redwood Financial Network | Solon | OH | 06/2011 | Present |
1. 12/21/2006 - NON-VARIABLE INSURANCE - VARIOUS LIFE, HEALTH, DISABILITY, LONG-TERM CARE AND FIXED ANNUITY BUSINESS DIRECTLY THROUGH VARIOUS INSURANCE CARRIERS. - TIME SPENT 5% - SOLON, OH. 2. 4/26/2011 - OTHER-OFFICE PROPERTY FOR BRANCH LOCATION - REDWOOD REAL ESTATE, LLC - REDWOOD REAL ESTATE LLC WILL OWN AN OFFICE PROPERTY AND OUR BRANCH WILL BE A TENANT. - 2% OF TIME SPENT. 3. 9/15/2011 - DBA ONLY - REDWOOD FINANCIAL NETWORK CORPORATION 4. 2/28/2012 - REGISTERED INVESTMENT ADVISOR - (HYBRID) REDWOOD FINANCIAL NETWORK - WE PROVIDE BOTH FINANCIAL PLANNING/ADVICE FOR HOURLY OR FIXED FEES AFTER AGREEMENT IS SIGNED WITH CLIENTS. - TIME SPENT 70% - SOLON, OH. 5. 03/03/2015 - OTHER - SCHOLARSHIP - PERSONALLY FUND SCHOLARSHIP FOR REDWOOD FINANCIAL NETWORK'S ANNUAL SCHOLARSHIP. - TIME SPENT 1 HOUR PER MONTH - SOLON, OH 6) 02/10/2025 -BPG Investment LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:02/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-05 |
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