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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-24 |
Branch Locations
26202 Detroit Road Suite 340, Westlake, OH 44145 • United States
100 Park Avenue Suite 425, Orange Village, OH 44122-4242 • 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Westlake | OH | 04/2003 | 01/2025 |
| Osaic Wealth, Inc. | Orange Village | OH | 01/2025 | Present |
1)ROBERT HIRSH 2001 CROCKER ROAD SUITE 400, WESTLAKE, OH 44145 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY INSURANCE, FIXED ANNUITIES, TRADITIONAL LIFE SETTLEMENTS, TRADITIONAL LIFE INSURANCE AND LONG TERM CARE START DATE: 4/1/2003 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 2) CLEVELAND FINANCIAL GROUP POSITION: Registered individual/Financial Planner NATURE: I am an employee of DiTullio Financial Planning LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2015 ADDRESS: 2001 Crocker Rd., Suite 400, Westlake OH 44145, United States DESCRIPTION: Service and provide financial products and analysis for clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-10 |
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