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30700 Center Ridge Road Suite A, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-08-20 |
Branch Locations
30700 Center Ridge Road Suite A, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Westlake | OH | 11/1998 | 10/2018 |
| Elios Financial Group, Inc. | Westlake | OH | 01/2007 | Present |
| Private Client Services | Westlake | OH | 10/2018 | Present |
1) CENTER POINT WEST. 30700 CENTER RIDGE ROAD, WESTLAKE, OH 44145. OWNER/OWNER-OCCUPIED OFFICE BUILDING. PROPERTY MANAGER/RENT EXTRA OFFICE SPACE. 2 HOURS/MO; 0 DURING TRADING HOURS. 2) ELIOS FINANCIAL GROUP, INC. 30700 CENTER RIDGE ROAD, WESTLAKE, OH 44145. RIA, WEALTH ADVISER & INSURANCE SALES. 20 HOURS/MO; 1-2 HOURS/WEEK. 3) ELIOS FINANCIAL GROUP, INC. 30700 CENTER RIDGE ROAD, WESTLAKE, OH 44145. SEC REGISTERED INVESTMENT ADVISOR (RIA) ADVISE CLIENTS ON INVESTMENTS. 160 HOURS/MO; 40 HOURS/WEEK DURING TRADING HOURS. 4) AUTHOR OF SELF-PUBLISHED BOOK ON KINDLE DIRECT, I WROTE AND EDITED THE BOOK FOR PERSONAL USE, 0 HOURS/MO., 0 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-21 |
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