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9035 Sweet Valley Drive, Valley View, OH 44125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-02-23 |
| OH | RA | APPROVED | 2015-02-04 |
Branch Locations
9035 Sweet Valley Drive, Valley View, OH 44125 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lineweaver Financial Group | Valley View | OH | 09/2003 | Present |
| Lineweaver Wealth Advisors, Llc | Valley View | OH | 09/2014 | Present |
| Triad Advisors, Llc | Norcross | GA | 02/2015 | 08/2024 |
1)LINEWEAVER FINANCIAL GROUP;INVESTMENT RELATED;9035 SWEET VALLEY DRIVE,VALLEY VIEW,OH;INVESTMENT/INSURANCE SALES;REGISTERED REPRESENTATIVE;10/2003;80 HRS/MONTH;4 HRS DURING TRADING;SALES 2)LINEWEAVER WEALTH ADVISORS;INVESTMENT RELATED;9035 SWEET VALLEY DRIVE,VALLEY VIEW,OH;REGISTERED INVESTMENT ADVISOR;INVESTMENT ADVISOR REPRESENTATIVE;12/3/2014;80 HRS/MONTH;4 HRS DURING TRADING;PORTFOLIO MANAGEMENT AND CONSULTATION
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-06-12 |
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