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Crown Centre 5005 Rockside Road Suite 600, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-01-31 |
Branch Locations
Crown Centre 5005 Rockside Road Suite 600, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | Cleveland | OH | 05/2007 | Present |
| Planned Financial Services | Cleveland | OH | 05/2007 | Present |
| Appaloosa Wealth Management | Independence | OH | 01/2014 | Present |
1. 05/11/2007 - NON-VARIABLE INSURANCE - SOLICITING AND WRITING BUSINESS FOR TERM, WHOLE LIFE, UNIVERSAL LIFE. - 8% TIME SPENT - CLEVELAND, OH. I AM A TRUSTEE FOR A FAMILY FOUNDATION IN MICHIGAN. 2. 05/11/2007 - DBA ONLY - PLANNED FINANCIAL SERVICES - TIME SPENT 95% - CLEVELAND, OH. 3. 5/15/2007 - REGISTERED INVESTMENT ADVISOR - PLANNED FINANCIAL SERVICES - RIA - CLEVELAND, OH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-13 |
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