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Advisor at WAY STREET FINANCIAL, LLC
BRUNSWICK, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WAY STREET FINANCIAL, LLC | State registered | Jun 24, 2024 | n/a | yes | BRUNSWICK, OH | Current employment |
| ORG PARTNERS | Former SEC adviser | Aug 2, 2021 | Jun 25, 2024 | no | Brunswick, OH|DALLAS, TX | Previous registration |
| WEALTHSHIELD PARTNERS, LLC | Independent wealth | Jun 12, 2020 | Jul 30, 2021 | no | BRUNSWICK, OH | Previous registration |
| REGAL INVESTMENT ADVISORS LLC | Bd affiliated wealth | Sep 1, 2017 | Jun 8, 2020 | no | Brunswick, OH|KENTWOOD, MI|Boynton Beach, FL|San Antonio, TX | Previous registration |
| INTEGRITY ALLIANCE, LLC | Bd affiliated wealth | Nov 5, 2015 | Sep 1, 2017 | no | Hot Springs, AR|Urbandale, IA|Brunswick, OH|Hot Springs, AR | Previous registration |
| HARVEST FINANCIAL GROUP, LLC | Former SEC adviser | Oct 16, 2014 | Dec 22, 2015 | no | RICHMOND, VA | Previous registration |
| HYNES ADVISORY GROUP LLC | State registered | Jun 13, 2014 | Oct 14, 2014 | no | ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ORG PARTNERS | WAY STREET FINANCIAL, LLC | Jun 25, 2024 | Jun 24, 2024 | -1 | Firm change | RIA to state RIA |
| WEALTHSHIELD PARTNERS, LLC | ORG PARTNERS | Jul 30, 2021 | Aug 2, 2021 | 3 | Firm change | RIA to new firm |
| REGAL INVESTMENT ADVISORS LLC | WEALTHSHIELD PARTNERS, LLC | Jun 8, 2020 | Jun 12, 2020 | 4 | Firm change | Ibd to RIA |
| INTEGRITY ALLIANCE, LLC | REGAL INVESTMENT ADVISORS LLC | Sep 1, 2017 | Sep 1, 2017 | 0 | Firm change | Other |
| HARVEST FINANCIAL GROUP, LLC | INTEGRITY ALLIANCE, LLC | Dec 22, 2015 | Nov 5, 2015 | -47 | Firm change after gap | Other |
| HYNES ADVISORY GROUP LLC | HARVEST FINANCIAL GROUP, LLC | Oct 14, 2014 | Oct 16, 2014 | 2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169584:312728:OH:2021-07-30 | Jul 30, 2021 | Aug 2, 2021 | BRUNSWICK, OH | Firm change |