Richard Mark Packer

Current Employers

Employment History

• 09/2004 → Present
  Lpl Financial, Llc
  Westlake, OH
• 12/2020 → Present
  Kinetic Wealth Investment Advisors, Llc
  Westlake, OH

Previous Registrations

• 2003-02-27 → 2004-09-24
  Mml Investors Services, Llc
  Cleveland, OH
• 2003-04-17 → 2003-06-30
  Skylight Financial Services Llc
  Cleveland, OH

Other Businesses

1. 10/20/2004: No Business Name - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - SELLING LONG TERM CARE, DISABILITY INCOME, UNIVERSAL AND WHOLE LIFE INSURANCE 2. 11/29/2004: RICHARD M. PACKER, LLC - BUSINESS ENTITY FOR ACCOUNTING PURPOSES - INV REL - At Reported Business Location(s) - FOR ACCOUNTING PURPOSES ONLY 3. 8/3/2017: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/24/2017 - 2 Hours Per Month During Securities Trading - Selling Disability Insurance. 4. 4/13/2020 - 28045 Clemens Rd LLC - Investment Related - 28045 Clemens Rd, Westlake, OH 44145 - Real Estate Rental - Start Date: 05/15/2020 - 2 Hours Per Month During Securities Trading - Purchase of real estate for office location. 5. 4/15/2020 - Kinetic Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2020. 6. 1/4/2021 - Kinetic Wealth Investment Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/01/2021 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Kinetic Wealth Investment Advisors, an independent investment advisor firm. I started this business activity in 1/2021. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 11/26/2021 - North Valley Financial Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting- Started 12/01/2021 - 4 Hours Per Month During Securities Trading. 8. 12/16/2021 - North Valley Financial Services LLC - Not Investment Related - Location: 28045 Clemens Rd Suite B Westlake,OH 44145; Description: CPA Firm; Position Title: Member and Manager of LLC; Responsibilities Duties: Manager of LLC; Start date: 2021-12-03; Hours during trading hours: 0; Hours outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0. 9. 02/24/2022 - PFIH LLC - Investment Related - Westlake, OH 44145 - Real Estate Rental - Start Date - 03/04/2022 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-02-16

Designations