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Louis Vincent Loparo

Avantax Planning Partners, Inc.

Independence, OH

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-10-18
  • OH RA
    APPROVED
    Since 2023-10-18

Branch Locations

6000 Freedom Square Drive Suite 550, Independence, OH 44131 • 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
Hobe & Lucas Certified Public Accountants, Inc. Independence OH 10/1998 Present
Greensmart Payroll Solutions, Llc Independence OH 11/2010 Present
T.L. Investors Limited Willoughby Hills OH 12/2001 Present
The Listing Box Realty Llc Kirtland OH 07/2018 12/2018
Avantax Planning Partners, Inc. Independence OH 06/2023 Present
  • 10/1998 → Present
    Hobe & Lucas Certified Public Accountants, Inc.
    Independence, OH
  • 11/2010 → Present
    Greensmart Payroll Solutions, Llc
    Independence, OH
  • 12/2001 → Present
    T.L. Investors Limited
    Willoughby Hills, OH
  • 07/2018 → 12/2018
    The Listing Box Realty Llc
    Kirtland, OH
  • 06/2023 → Present
    Independence, OH
Other Businesses

1) THE LISTING BOX REALTY LLC; member; This company assists buyers and sellers with the purchase and sale of residential real estate. I assisted the company with getting set up and developing a website; NIR; HRS 0; HRS 0; 07/26/2018; 11222 Woodlake Drive, Kirtland OH 44094; I assisted getting this company set up and with website development. No longer active in this. 2) DALOPA, INC; Shareholder; This company has been inactive since 12/31/2014; NIR; HRS 0; HRS 0; 03/28/2007; 2888 Camelot Ct, Willoughby Hills OH 44092; This company has been inactive since 12/31/2014? 3) LOPARO PROPERTIES LTD; member; This company has been inactive since 12/31/2013; NIR; HRS 0; HRS 0; 12/06/2002; 2888 Camelot Ct, Willoughby Hills OH 44092; This company has been inactive since 12/31/2013? 4) HOBE & LUCAS CERTIFIED PUBLIC ACCOUNTANTS, INC.; Shareholder; Provide accounting, tax, and consulting services to clients, including individuals, businesses and nonprofit organizations. We assist clients with tax preparation and planning, auditing and assurance services, and consulting on various financial matters; IR; HRS 215; HRS 130; 10/28/1998; 4807 Rockside Road Suite 510, Independence OH 44131; My top five duties include strategic planning, business development, financial management, talent management, and client service. 5) GREENSMART PAYROLL SOLUTIONS LLC; Partner; Provides full service payroll processing to its clients. Uses a third party to impound taxes and payroll dollars; NIR; HRS 2; HRS 2; 11/29/2010; 4807 Rockside Road Suite 510, Independence OH 44131; I bring in new clients and generate sales. This involves networking, relationship-building, marketing campaigns 6) AVANTAX PLANNING PARTNERS INC; IAR; Provide investment and financial planning to clients; IR; HRS 10; HRS 10; 06/09/2023; 4807 Rockside Road Suite 510, Independence OH 44131; Primary communication with financial planning. Assist clients with investment choices. 7) EUCLID SCHOOLS FOUNDATION; Treasurer; Develop community relationships and leverage funds that will enhance educational opportunities and inspire students to succeed; NIR; HRS 2; HRS 0; 01/01/2020; 651 E 222 Street, Euclid OH 44123; I manage finances, including budgeting, record-keeping, and financial reporting. 8) TL INVESTORS LIMITED; Member; Rents single family residential real estate; IR; HRS 1; HRS 0; 12/26/2001; 2888 Camelot Ct, Willoughby Hills OH 44092; Collect rent and making or managing any repairs needed to property. 9) THE LOPARO TEAM LLC; member; No activity in this entity since 05/02/2011; NIR; HRS 0; HRS 0; 08/20/2008; 2888 Camelot Ct, Willoughby Hills OH 44092; No activity in this entity since 05/02/2011 10) SS ROBERT & WILLIAM CATHOLIC PARISH AND SCHOOL; A Catholic elementary school located in Euclid, Ohio. The school provides an educational experience focused on academic, social, and spiritual growth to students in Kindergarten through Grade Eight; NIR; HRS 2; HRS 0; 01/01/2014; 351 E 260th St, Euclid OH 44132; Review Accounting and reporting on a monthly basis.- Assist with Accounting and reporting of financial information.- Sit in on Finance committee meetings and work with committee to advise Fr. John on any financial or accounting concerns. The finance committee does not advise on investment related activities. Review the annual budget- Advise on any tax matters 11) SHORELINE TAX SERVICE LLC; member; This company has been inactive since 12/31/2010; NIR; HRS 0; HRS 0; 11/25/2009; 2888 Camelot Ct, Willoughby Hills OH 44092; This company has been inactive since 12/31/2010 NORTHERN OHIO ITALIAN AMERICAN FOUNDATION; MEMBERSHIP RETENTION & MARKETING COMMITTEE; Preserve Italian heritage and perpetuate Italian culture and history. - Enhance community and support initiatives associated with Italian-American ideals; NIR; HRS 2; HRS 0; 01/01/2017; 2026 Murray Hill Rd. Studio #209, Cleveland OH 44106; Help retain and add foundation members. We meet Quarterly and throughout the year

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-18
  • S65 Uniform Investment Adviser Law Examination
    2023-10-18
Other Names
  • Louis V Loparo
  • Louis Loparo

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