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John Taylor Goodson

Alpha Planning And Financial Services, Inc.

Solon, OH

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Current Employers
Alpha Planning And Financial Services, Inc.

31005 Bainbridge Road Suite 6, Solon, OH 44139 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-02-15
  • OH RA
    APPROVED
    Since 2024-02-15

Branch Locations

31005 Bainbridge Road Suite 6, Solon, OH 44139 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lake Forest Country Club Hudson OH 06/2009 12/2018
Hudson High School Hudson OH 06/2017 10/2018
Axa Advisors, Llc New York NY 01/2019 11/2019
Mass Mutual Life Insurance Company Cleveland OH 09/2020 10/2022
Mml Investors Services Cleveland OH 09/2020 10/2022
Platform Beer Company Cleveland OH 10/2019 07/2020
Unemployed Cleveland OH 07/2020 08/2020
Lindys Lake House Cleveland OH 05/2021 10/2021
Alpha Planning And Financial Services, Inc Solon OH 10/2022 Present
  • 06/2009 → 12/2018
    Lake Forest Country Club
    Hudson, OH
  • 06/2017 → 10/2018
    Hudson High School
    Hudson, OH
  • 01/2019 → 11/2019
    Axa Advisors, Llc
    New York, NY
  • 09/2020 → 10/2022
    Mass Mutual Life Insurance Company
    Cleveland, OH
  • 09/2020 → 10/2022
    Mml Investors Services
    Cleveland, OH
  • 10/2019 → 07/2020
    Platform Beer Company
    Cleveland, OH
  • 07/2020 → 08/2020
    Unemployed
    Cleveland, OH
  • 05/2021 → 10/2021
    Lindys Lake House
    Cleveland, OH
  • 10/2022 → Present
    Alpha Planning And Financial Services, Inc
    Solon, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-23
  • S65 Uniform Investment Adviser Law Examination
    2023-09-23
Other Names
  • John Taylor Goodson
  • John Goodson

View on SEC IAPD

Other Firms

REDWOOD FINANCIAL NETWORK
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.

Other Investors

ANNE-CATHERINE VINICKAS
WILLIAM WARD HOPE
NATHAN ADAM MACIEJOWSKI
DAN JOHN KOPCAK
Ryan Bailey
SUNWOOK JIN
HELEN WALETA HARTMAN
WILLIAM JOHN GORDON

Other Offices

REDWOOD FINANCIAL NETWORK · SOLON, OH
LPL FINANCIAL LLC · SOLON, OH
COMMONWEALTH FINANCIAL NETWORK · SOLON, OH
MML INVESTORS SERVICES, LLC · Solon, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Solon, OH
KEY INVESTMENT SERVICES LLC · SOLON, OH
CETERA INVESTMENT ADVISERS LLC · SOLON, OH
FIFTH THIRD SECURITIES, INC. · SOLON, OH

More in Solon, OH

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