Patricia S. Hornak-box
Professional summary
Patricia Sue Hornak-box, who also goes by Patricia Sue Hornak, Patricia Sue Subramaniam, is a registered financial advisor currently at ODA AND COMPANY, INC. located in Medina, Ohio.
Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Patricia has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Sue Hornak-box's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 27, 2003 - Present
ODA AND COMPANY, INC.
Office #1: 416 West Liberty, Medina, OH 44256-2222Office #2: 4199 Kinross Lakes Pkwy. Suite 275, Richfield, OH 44286Office #3: 416 West Liberty, Medina, OH 44256-2222October 15, 1999 - May 26, 2023
LPL FINANCIAL LLC
March 11, 1999 - May 26, 2023
LPL FINANCIAL LLC
July 19, 1996 - March 16, 1999
OSAIC WEALTH, INC.
October 12, 1993 - August 8, 1996
MONEY CONCEPTS CAPITAL CORP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/27/2003)
Exams
Current Firm
ODA AND COMPANY, INC.
CRD#: 119952 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 111,258,914 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ODA AND COMPANY, INC.
CRD#: 119952Medina, OH 44256-2222TRUST BUT VERIFY
Monitor Patricia Hornak-box
Get automatic monthly alerts on: