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JOSHUA S MELDA
JOSH MELDA
CRD#: 4150770
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Investment Adviser
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Previous Broker
CLEVELAND RETIREMENT PLANNING LLCCRD#: 308911 1991 CROCKER ROAD,
SUITE 600
WESTLAKE, OH 44145
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2003 - 2004 (1 year)2 FIRMS2004 - 2005 (1 year)2 FIRMS2006 - 2009 (3 years)2 FIRMS2009 - 2012 (2 years)2 FIRMS2012 - 2016 (4 years)2 FIRMS2016 - 2020 (3 years)IACLEVELAND RETIREMENT PLANNING LLC (CRD# 308911)2020 - Present (4 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2000 - 2003 (2 years)
License(s)

State Registrations

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Ohio 4/24/2020

Current Registration(s)
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CLEVELAND RETIREMENT PLANNING LLC (CRD#:308911)
1991 CROCKER ROAD, SUITE 600, WESTLAKE, OH 44145
Registered with this firm since 4/24/2020

Previous Registration(s)
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09/06/2016 - 04/21/2020 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) CLEVELAND, OH
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09/06/2016 - 04/21/2020 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) CLEVELAND, OH
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06/01/2012 - 09/14/2016 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) MAYFIELD HEIGHTS, OH
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06/01/2012 - 09/14/2016 SECURITIES AMERICA, INC. (CRD#:10205) MAYFIELD HEIGHTS, OH
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11/13/2009 - 06/01/2012 PNC INVESTMENTS (CRD#:129052) CLEVELAND, OH
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11/13/2009 - 06/01/2012 PNC INVESTMENTS (CRD#:129052) CLEVELAND, OH
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06/29/2006 - 11/13/2009 NATCITY INVESTMENTS, INC. (CRD#:17490) PARMA, OH
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06/29/2006 - 11/13/2009 NATCITY INVESTMENTS, INC. (CRD#:17490) PARMA, OH
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07/26/2004 - 12/31/2005 NATCITY INVESTMENTS, INC. (CRD#:17490) CLEVELAND, OH
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07/23/2004 - 12/31/2005 NATCITY INVESTMENTS, INC. (CRD#:17490) CLEVELAND, OH
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03/11/2003 - 07/02/2004 LINSCO/PRIVATE LEDGER CORP. (CRD#:6413) WESTLAKE, OH
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03/10/2003 - 07/02/2004 LINSCO/PRIVATE LEDGER CORP. (CRD#:6413) FORT MILL, SC
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06/02/2000 - 03/12/2003 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
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Broker
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Investment Adviser
Disclosures
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