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10210 Frankford Ave Suite 220, Lubbock, TX 79424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-11 |
| TX | RA | APPROVED_RES | 2024-03-11 |
Branch Locations
7536 Mentor Ave., Mentor, OH 44060 • United States
10210 Frankford Ave Suite 220, Lubbock, TX 79424 • United States
7536 Mentor Avenue, Mentor, OH 44060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeguard Financial | Mentor | OH | 01/2008 | Present |
| Lifeguard Advisors Llc | Mentor | OH | 06/2009 | Present |
| Lifeguard Advisors Llc | Mentor | OH | 09/2020 | Present |
| Lonestar Registered Investment Advisors, Llc | Mentor | OH | 03/2024 | Present |
| Lifeguard Advisors, Llc | Mentor | OH | 03/2024 | Present |
LIFEGUARD FINANCIAL; INVESTMENT RELATED; MENTOR OH; INSURANCE SERVICES; INSURANCE AGENT; 1/2008; Less THAN 5% OF TIME SPENT IN THIS BUSINESS Lonestar Wealth Management; INVESTMENT RELATED; MENTOR OH; INSURANCE SERVICES; INSURANCE AGENT; 03/2024; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-18 |
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