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Current Employers
Oneseven

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-12-26
NC RA APPROVED 2024-12-23
  • VA RA
    APPROVED
    Since 2024-12-26
  • NC RA
    APPROVED
    Since 2024-12-23

Branch Locations

Forest City, NC • United States

969 2Nd Street Se, Charlottesville, VA 22902 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mgo One Seven Llc D/B/A Resolute Wealth Management Beachwood OH 11/2024 Present
Knights Of Columbus Forest City NC 07/2024 11/2024
University Of New York Troy NY 08/2008 Present
Self Employed Albany NY 07/2004 07/2024
  • 11/2024 → Present
    Mgo One Seven Llc D/B/A Resolute Wealth Management
    Beachwood, OH
  • 07/2024 → 11/2024
    Knights Of Columbus
    Forest City, NC
  • 08/2008 → Present
    University Of New York
    Troy, NY
  • 07/2004 → 07/2024
    Self Employed
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-19
  • S65 Uniform Investment Adviser Law Examination
    2024-09-19

View on SEC IAPD

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