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30285 Bruce Industrial Parkway Suite A, Solon, OH 44139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED | 2022-01-07 |
Branch Locations
30285 Bruce Industrial Parkway Suite A, Solon, OH 44139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army (Oharng) | Stow | OH | 09/2004 | 01/2018 |
| Key Investment Services Llc | Pepper Pike | OH | 02/2016 | 12/2016 |
| Pnc Investments | Pittsburgh | PA | 01/2017 | 07/2018 |
| Jp Morgan Securities, Llc | Cleveland | OH | 07/2018 | 01/2022 |
| Jp Morgan Chase Bank, N.A. | Cleveland | OH | 07/2018 | 01/2022 |
| Lpl Financial Llc | Solon | OH | 01/2022 | Present |
| Redwood Financial Network Corp. | Solon | OH | 01/2022 | Present |
1)01/03/2022 - Redwood Financial Network Corporation - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Wealth Advisor - 150 hours per month. 2) 05/10/2022 - Redwood Financial Network Corp. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/03/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Redwood Financial Network Corp., an independent investment advisor firm. I started this business activity in 5/2022. I expect to spend approximately 160 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.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial. 3) 05/13/2022 - Bailey Wealth Management LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/03/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-04 |
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