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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-26 |
| NC | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-19 |
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