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198 W. Portage Trail Ext. Ste. 105, Cuyahoga Falls, OH 44223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-14 |
Branch Locations
198 W. Portage Trail Ext. Ste. 105, Cuyahoga Falls, OH 44223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Oswald Companies | Cleveland | OH | 02/2015 | 08/2020 |
| Girard Securities | Cleveland | OH | 02/2015 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 07/2018 |
| Lion Street Financial | Cleveland | OH | 07/2018 | 08/2020 |
| Self Employed | Walton Hills | OH | 08/2020 | 04/2024 |
| Lpl Financial, Llc | Canton | OH | 01/2021 | Present |
| Dbk Financial Counsel, Llc | Cuyahoga Falls | OH | 04/2024 | Present |
| Zoyhofski Financial Services Llc | Canton | OH | 01/2021 | 04/2024 |
| Dbk Financial Counsel, Llc | Cuyahoga Falls | OH | 04/2024 | Present |
1)01/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - ZOYHOFSKI FINANCIAL SERVICES, LLC - INVESTMENT RELATED - CANTON, OH 44721 2)01/2008 - NON-VARIABLE INSURANCE - JAMES UNGER - INVESTMENT RELATED - CANTON, OH 44721 3)01/2015 - TAX PREP/ACCOUNTING/CPA - JAMES UNGER - INVESTMENT RELATED - WALTON HILLS, OH 44146 4)12/2020 - OTHER - CHESTNUT TREE FARM - 0% - NOT INVESTMENT RELATED - WALTON HILLS, OH 44114 5)12/2020 - OTHER - HOCKEY COACH - 0% - NOT INVESTMENT RELATED - WALTON HILLS, OH 44114
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-02-20 |
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