Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-23
OH RA APPROVED 2023-10-12
  • TX RA
    APPROVED_RES
    Since 2025-11-23
  • OH RA
    APPROVED
    Since 2023-10-12

Branch Locations

Luckey, OH • United States

580 Longbow Dr Ste 106, Maumee, OH 43537 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

20417 Lemoyne Rd, Luckey, OH 43443 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Maumee OH 06/2017 10/2023
World Financial Group, Inc. Maumee OH 01/2015 10/2023
Sylvania Schools Sylvania OH 08/2006 05/2022
Wealthwave Maumee OH 05/2020 10/2023
Womensbusiness Empowerment Connection Bowling Green OH 01/2023 10/2023
Lpl Financial Llc Luckey OH 10/2023 Present
  • 06/2017 → 10/2023
    Transamerica Financial Advisors, Inc
    Maumee, OH
  • 01/2015 → 10/2023
    World Financial Group, Inc.
    Maumee, OH
  • 08/2006 → 05/2022
    Sylvania Schools
    Sylvania, OH
  • 05/2020 → 10/2023
    Wealthwave
    Maumee, OH
  • 01/2023 → 10/2023
    Womensbusiness Empowerment Connection
    Bowling Green, OH
  • 10/2023 → Present
    Luckey, OH
Previous Registrations
Other Businesses

1) 10/12/2023 - One Resource Group - Non-Variable Insurance - one resource group - Ohio 43443 - Investment related - 40 Hours per month - Start date: 10/13/2023. 2) 10/12/2023 - Gladstone Wealth partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 10/12/2023 - JP Luther Enterprises LLC - Business Entity For Tax/Investment Purposes Only - Ohio 43443 - co- owner - Noninvestment related - Start date: 06/11/2019. 4) 10/12/2023 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month/ 8 Hours During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-29
S63 Uniform Securities Agent State Law Examination 2021-07-19
  • S65 Uniform Investment Adviser Law Examination
    2022-09-29
  • S63 Uniform Securities Agent State Law Examination
    2021-07-19
Other Names
  • Julie Eilert

View on SEC IAPD

More in Luckey, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor