Patrick Thomas Radachi

Current Employers

Employment History

• 09/2005 → Present
  Radachi & Company
  Elyria, OH
• 02/2013 → 01/2022
  Independent Financial Group
  Elyria, OH
• 01/2012 → Present
  Spira Benefits
  Elyria, OH
• 01/2022 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2013-07-25 → 2022-01-11
  Independent Financial Group, Llc
  Westlake, OH
  Bay Village, OH

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/17/2013 ADDRESS: 900 East Broad Street, Suite A, Elyria, Ohio 44035, United States DESCRIPTION: OH INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (2) SPIRA BENEFITS LLC POSITION: President NATURE: Pension Related Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2012 ADDRESS: 900 East Broad Street, Suite A, Elyria OH 44035, United States DESCRIPTION: 25% OWNER OF SPIRA BENEFITS LLC A THIRD PARTY ADMINISTRATION AND CONSULTING FIRM FOR QUALIFIED RETIREMENT PLANS. (3) SPIRA WEALTH MANAGEMENT LLC POSITION: President NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/16/2013 ADDRESS: 560 Dover Center Road, Suite Ll4, Bay Village OH 44140, United States DESCRIPTION: 100% OWNER OF DBA SPIRA WEALTH MANAGEMENT LLC USED FOR MARKETING PURPOSES. (4) RADACHI AND COMPANY POSITION: Employee NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 09/01/2005 ADDRESS: 900 East Broad Street, Suite A, Elyria OH 44035, United States DESCRIPTION: EMPLOYEE AT RADACHI AND COMPANY, A CORPORATION OPERATING AS CPA FIRM, TAX PREP. (5) INVESTMENT PLANNING GROUP POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/17/2013 ADDRESS: 560 Dover Center Road, Suite Ll4, Bay Village OH 44140, United States DESCRIPTION: REGISTERED REPRESENTATIVE OF DBA INVESTMENT PLANNING GROUP, USED FOR MARKETING PURPOSES.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-24