Lawrence Angelo Debaltzo

Current Employers

Employment History

• 09/2010 → Present
  Hobe & Lucas, Certified Public Accountants, Inc.
  Independence, OH
• 11/2010 → Present
  Greensmart Payroll Solutions, Llc
  Independence, OH
• 03/2005 → Present
  Alto Mila Consulting, Llc
  Parma, OH
• 09/2022 → Present
  Avantax Planning Partners, Inc.
  Independence, OH

Other Businesses

1. AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: IAR to numerous investment clients and to provide investment and financial planning to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2022 ADDRESS: 4807 Rockside Road #510, Independence OH 44131, United States DESCRIPTION: Primary communication with financial planning, assist clients with investment choices, and review investment performance with clients 2. RENTAL PROPERTY POSITION: Owner NATURE: Individually owned Residential rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/07/2020 ADDRESS: 8340 Tanglewood Lane, Parma OH 44129, United States DESCRIPTION: Owner of the property responsible for rent collections, maintenance 3. HOBE & LUCAS, CERTIFIED PUBLIC ACCOUNTANTS, INC. POSITION: Shareholder NATURE: Shareholder of CPA Firm located in Independence, Ohio providing accounting, consulting and tax services to clients. Some services that are provided are client accounting services, preparation of compiled, reviewed and audited financial statements, tax return preparation and compliance, tax planning services, business valuation services, technology consulting, business consulting and payroll solutions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2010 ADDRESS: 4807 Rockside Road #510, Independence OH 44131, United States DESCRIPTION: As a shareholder of Hobe & Lucas, I am responsible for providing and overseeing accounting, consulting and tax services to clients and for being a part of the firm management team. I head up the tax and business valuation departments for the firm. I provide tax planning and compliance services to business and high net worth individuals. I also provide financial statement review and audit services for business clients mainly in the construction industry. I assist with recruiting and hiring staff for the firm. I am involved with business development to help grow the firm. 4. GREENSMART PAYROLL SOLUTIONS, LLC POSITION: Manager NATURE: GreenSmart Payroll Solutions, LLC provides full service payroll services to both clients and non-clients of Hobe & Lucas, CPA's, including the preparation of paychecks and payroll tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 11/29/2010 ADDRESS: 4807 Rockside Road #510, Independence OH 44131, United States DESCRIPTION: As managing member of GreenSmart Payroll Solutions, LLC, I am responsible for the day to day operations of the company including administrative functions and personnel management. This is the extent of my duties for the company. 5. ALTO MILA CONSULTING, LLC POSITION: Shareholder NATURE: This firm was a tax and consulting practice that provided tax compliance, tax planning and tax consulting services to clients. Company has been inactive since 2015. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2005 ADDRESS: 8340 Tanglewood Lane, Parma OH 44129, United States DESCRIPTION: No duties as this is an inactive entity. 6. THE GERALD DEBALTZO LIVING TRUST POSITION: Co-Trustee NATURE: Trust set up for my Father for which I will serve as Co-Trustee during his lifetime and as Trustee when he passes. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2023 ADDRESS: 8340 Tanglewood Lane, Parma OH 44129, United States DESCRIPTION: As Co-Trustee along with my Father, I will have authority to administer and operate the trust for the benefit of my Father while he is living and for the beneficiaries after my father passes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-16

Other Names

• Lawrence A Debaltzo
• Lawrence Debaltzo