Best Investors Account Sign in
Inactive

Jeffrey Allen Creek

Oneseven

Cincinnati, OH

Beachwood, OH

Claim This Profile
Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-10-31
  • OH RA
    APPROVED
    Since 2022-10-31

Branch Locations

9428 Kenwood Road, Cincinnati, OH 45242 • United States

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Cincinnati OH 09/2015 11/2016
Lpl Financial, Llc Cincinnati OH 11/2016 10/2022
Wealthcor Llc Dba Callahan Financial Cincinnati OH 01/2017 10/2022
Mgo One Seven Dba Callahan Financial Cincinnati OH 10/2022 Present
  • 09/2015 → 11/2016
    Unemployed
    Cincinnati, OH
  • 11/2016 → 10/2022
    Lpl Financial, Llc
    Cincinnati, OH
  • 01/2017 → 10/2022
    Wealthcor Llc Dba Callahan Financial
    Cincinnati, OH
  • 10/2022 → Present
    Mgo One Seven Dba Callahan Financial
    Cincinnati, OH
Previous Registrations
  • 2017-02-14 → 2023-03-31
    Callahan Financial
    Cincinnati, OH
  • 2014-12-16 → 2015-09-11
    Cincinnati, OH
Other Businesses

(1) 10/2022 WealthCor; Non Investment Related; 9428 Kenwood Road | Cincinnati, Ohio, 45242; 1099 Only, used for tax purposes for IA business.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-06-08
  • S63 Uniform Securities Agent State Law Examination
    1988-06-08
Designations
Other Names
  • Jeff Allen Creek

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor