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RIA / WealthAdvisorCertified Financial Planner26 years in industry

JOSHUA S MELDA

Advisor at CLEVELAND RETIREMENT PLANNING LLC

WESTLAKE, OH

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Search this name across graphsid dfx:ria:8abdba74-07b5-0331-4add-5b5fab4a9d85

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 11, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEVELAND RETIREMENT PLANNING LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 26, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 26, 2000
First registration: Mar 11, 2003
Dual registered: no
Other names: JOSH MELDA
IAPD individual key: 4150770

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLEVELAND RETIREMENT PLANNING LLC	State registered	Apr 24, 2020	n/a	yes	WESTLAKE, OH	Current employment
OSAIC FA, INC.	Former SEC adviser	Sep 6, 2016	Apr 21, 2020	no	WESTLAKE, OH\|ORANGE VILLAGE, OH	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jun 1, 2012	Sep 14, 2016	no	MAYFIELD HEIGHTS, OH	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 13, 2009	Jun 1, 2012	no	CLEVELAND, OH\|CLEVELAND, OH\|CLEVELAND, OH\|PARMA, OH\|BROOKPARK, OH	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Jun 29, 2006	Nov 13, 2009	no	BROOKPARK, OH\|PARMA, OH\|CLEVELAND, OH	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Jul 26, 2004	Dec 31, 2005	no	CLEVELAND, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 11, 2003	Jul 2, 2004	no	WESTLAKE, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC FA, INC.	CLEVELAND RETIREMENT PLANNING LLC	Apr 21, 2020	Apr 24, 2020	3	Firm change	Ibd to state RIA
SECURITIES AMERICA ADVISORS, INC.	OSAIC FA, INC.	Sep 14, 2016	Sep 6, 2016	-8	Firm change	Other
PNC WEALTH MANAGEMENT	SECURITIES AMERICA ADVISORS, INC.	Jun 1, 2012	Jun 1, 2012	0	Firm change	Other
NATCITY INVESTMENTS, INC.	PNC WEALTH MANAGEMENT	Nov 13, 2009	Nov 13, 2009	0	Bulk transfer	Other
LPL FINANCIAL LLC	NATCITY INVESTMENTS, INC.	Jul 2, 2004	Jul 26, 2004	24	Firm change	Other

Relationships

Registered with (6)

→ CLEVELAND RETIREMENT PLANNING LLCRegistered adviserregistration: current employment
Apr 24, 2020 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Sep 6, 2016 to Apr 21, 2020factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jun 1, 2012 to Sep 14, 2016factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 13, 2009 to Jun 1, 2012factForm ADV
→ NATCITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Jun 29, 2006 to Nov 13, 2009factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 11, 2003 to Jul 2, 2004factForm ADV

Dated events

No dated event names this entity yet.