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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mentor | OH | 01/2000 | 10/2016 |
| Lpl Financial Llc | Mentor | OH | 10/2016 | 07/2025 |
| Lighthouse Advisers, Llc | Mentor | OH | 10/2016 | Present |
| Avantax Investment Services Inc | Mento | OH | 07/2025 | 09/2025 |
| Avantax Advisory Services | Mentor | OH | 07/2025 | 09/2025 |
| Avantax Insurance Agency, Llc | Mentor | OH | 07/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Mentor | OH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
LIGHTHOUSE ADVISERS, LLC POSITION: Vice President / Financial Adviser NATURE: DBA Only for Avantax Business. Retirement Planning Investments Insurance Annuities FInancial Planning Income Planning Non-Profit Small Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/28/2016 ADDRESS: 8450 Mentor Ave, Mentor OH 44060, United States DESCRIPTION: Meet with clients as their trusted Adviser.. Manage Investment models Investment Committee Member Prospect new relationships
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-19 |
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