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1324 Pearl Road Suite 3, Brunswick, OH 44212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-25 |
| AR | RA | APPROVED | 2025-08-26 |
| LA | RA | APPROVED | 2025-04-14 |
| OH | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED_RES | 2024-06-24 |
Branch Locations
1324 Pearl Road Suite 3, Brunswick, OH 44212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokers International Financial Services, Llc. | Hot Springs | AR | 11/2015 | 09/2017 |
| Regal Investment Advisors | Kentwood | MI | 09/2017 | 06/2020 |
| Emerald Investment Partners, Llc | Cary | NC | 06/2020 | 07/2021 |
| Org Partners, Llc | Roanoke | OH | 08/2021 | 06/2024 |
| Paragon Tax Advisory Services, Llc | Brunswick | OH | 02/2013 | 07/2024 |
| Federal Employee Tax Planners, Llc | Brunswick | OH | 02/2019 | 02/2023 |
| Paragon Estate Planners, Llc | Brunswick | OH | 11/2020 | 02/2023 |
| Paragon Tax Planners | Brunswick | OH | 01/2018 | 06/2024 |
| Way Street | Brunswick | OH | 06/2024 | Present |
1) Independent Insurance Agent of Way Street Insurance Group, LLC. investment related: YES1324 Pearl Road Brunswick Ohio 44212 USA. Manage the insurance contract relationships between the carrier, our upline, and our office. 2025-06-01.Hours per month devoted to business during trading hours: 40. Hours per month devoted to business outside trading hours: 20; 2) Member of the Board, Integrated Community Solutions; Investment related: No; Location: 2315 Sharon Copley Road Medina Ohio 44256; Description of the business: Integrated Community Solutions, Inc. (ICS) is an Ohio nonprofit corporation based in Medina County that develops communities that provide social engagement, independent living skill development, educational enrichment, vocational training, and employment opportunities, and integrated housing choices for people with and without developmental disabilities.; Responsibilities Duties: Board Meetings, Community Events, Bringing community awareness. ; Start date with business: 2023-10-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Lisa Morrison; Website address for the organization: https://www.ics-oh.org/. 3) Owner of Way Street Financial LLC. She dedicates 25 hours per month outside of trading hours. Located at 1324 Pearl Rd, Ste 3; Brunswick, OH 44212. 4) Vice President of MetroWest Toast Master; Investment related: No; Description of the business: This is a Treasurer Position for a Toastmasters Club. This is a hybrid club based in Boston, Mass that I join via zoom for this office. ; Responsibilities Duties: Sending reminder emails for membership changes.; Start date with business: 2024-07-11; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-13 |
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