Cheryl Patricia Janik

Current Employers

Employment History

• 07/2012 → Present
  Lpl Financial Llc
  Sheffield Village, OH
• 08/2012 → 10/2019
  Advantage Investment Mangement Llc (Aim)
  Sheffield Village, OH
• 10/2019 → 05/2023
  Sequoia Wealth Management, Llc
  Sheffield Village, OH

Previous Registrations

• 2019-10-01 → 2023-06-01
  Sequoia Wealth Management, Llc
  Sheffield Village, OH
  Barrington, IL
• 2011-07-12 → 2019-10-02
  Advantage Investment Management, Llc
  Sheffiled Village, OH
• 2006-10-04 → 2011-07-21
  National Planning Corporation
  Elyria, OH
  Elyria, OH

Other Businesses

1. 06/21/2012 - ADVANTAGE FINANCIAL SERVICES GROUP LTD - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - REP/OWNER - 95% OF TIME SPENT 2. 06/21/2012 - REAL ESTATE RENTAL - OWNER - 1% OF TIME SPENT - 42968-42976 EMERALD DR, OH 3. 06/21/2012 - REAL ESTATE RENTAL - OWNER - 114-116 CREEKFIELD COURT, OH - 1% OF TIME SPENT 4. 06/21/2012 - ADVANTAGE FINANCIAL GROUP INC (AFG) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - REP - NO TIME SPENT 5. 06/27/2012 - GENERAL ELECTRIC ASSURANCE / JOHN HANCOCK - NON-VARIABLE INSURANCE - AGENT - 1% OF TIME SPENT 6. 09/23/2013 - ADVANTAGE FINANCIAL SERVICES GROUP - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) ADVANTAGE FINANCIAL SERVICES GROUP - USE ADVANTAGE FINANCIAL SERVICES GROUP AS A DBA NAME FOR THE RIA - 100% OF TIME SPENT - SHEFFIELD VILLAGE, OH 7. 01/26/2016 - North College Commons Condominium Assoc - NOT INV REL - 5311 Meadow Lane Ct #1 - For-Profit Board Member - START 02/01/2016 - 1 Hour Per Month During Securities Trading - Board Member. 8. 12/15/2016 - NORTHBAY KI, LLC - Investment Related - 5311 MEADOW LANE CT #4, SHEFFIELD VILG, OH 44035 - Real Estate Rental - Started 12/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading. 9. 4/12/2017 - Member Plus Cuso/SELCCU/School Employess Lorain County Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Started 08/01/2012 - 12 Hours Per Month During Securities Trading. 10. 11/09/2017 - JL Thomas - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 10/23/2017 - 5 Hours Per Month/3 Hours During Securities Trading - Long term care. 11. 7/21/2021 - Achieve Credit Union - DBA: Achieve Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/02/2021 - 10 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-13
• S63 Uniform Securities Agent State Law Examination
  2000-12-04

Other Names

• Cheryl Klingshirn