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Providence Financial Services, LLC CRD 135093
$12.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1154 Linda Street Suite 200, Rocky River, OH 44116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-09 |
| OH | RA | APPROVED | 2020-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence Financial Services Llc | Rocky River | OH | 09/1997 | Present |
| Providence Wealth Partners Llc | Rocky River | OH | 07/2017 | 07/2020 |
| Providence Financial Services Llc | Rocky River | OH | 08/2020 | Present |
1. Providence Financial Services, LLC; investment-related; Rocky River, OH; income tax planning and preparation and long-term care and health insurance; Owner; start date 09/1997; approximately 20 hours per week (during trading hours).
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