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9035 Sweet Valley Drive, Valley View, OH 44125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-22 |
Branch Locations
9035 Sweet Valley Drive, Valley View, OH 44125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Dayton | Dayton | OH | 08/2018 | 05/2022 |
| Walsh Jesuit High School | Cuyahoga Falls | OH | 08/2014 | 06/2018 |
| Flyer Enterprises | Dayton | OH | 10/2018 | 01/2020 |
| Akron Area Ymca | Wadsworth | OH | 12/2015 | 08/2019 |
| Hunter Associates | Salem | OH | 06/2022 | 08/2023 |
| N/A | Wadsworth | OH | 08/2023 | 11/2023 |
| Lineweaver Wealth Advisors | Valley View | OH | 11/2023 | Present |
| Lineweaver Financial Group | Valley View | OH | 11/2023 | Present |
| Triad Advisors | Norcross | GA | 12/2023 | Present |
1) Lineweaver Financial Group, Inc; investment related;9035 Sweet Valley Drive, Valley View, OH 44125;corporation;financial liaison;11/20/2023;60 hrs/month;43 hrs during trading; liaison between clients and managing advisor, developing client relationships,& full back-office support to the advisor 2) Lineweaver Wealth Advisors, LLC; investment related;9035 Sweet Valley Drive, Valley View, OH 44125;llc;financial liasion;11/20/2023;100 hrs/month;71 hrs during trading; liaison between clients and managing advisor, developing client relationships,& full back-office support to the advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-10 |
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