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Stow, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Hudson | OH | 09/1990 | 11/2023 |
| Gateway Wealth Inc. | Stow | OH | 01/2015 | Present |
| Osaic Wealth, Inc. | Stow | OH | 11/2023 | Present |
1. LARRY KLINE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1978 ADDRESS: 4277 Plover Ave, Stow OH 44224, United States DESCRIPTION: Prep of tax returns Tax planning Corp tax planning 2. LARRY KLINE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1989 ADDRESS: 4277 Plover Ave, Stow OH 44224, United States DESCRIPTION: Insurance service and primarily term illustrations on request 3. GATEWAY WEALTH, INC. POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1992 ADDRESS: 4277 Plover Ave, Stow OH 44224, United States DESCRIPTION: Financial planning , Retirement planning, asset allocation, tax consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-24 |
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