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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
3709 Brethren Church Road, Myersville, MD 21773 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Boonsboro, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Brunswick | MD | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Middletown | MD | 02/2021 | 05/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 05/2021 |
| Oneseven Dba Jp Investments | Boonsboro | MD | 05/2021 | Present |
| International Assets Advisory, Llc | Boonsboro | MD | 06/2021 | 08/2025 |
| Fortune Financial Services | Monaca | PA | 08/2025 | Present |
| Bb&T Investments | Charlotte | NC | 11/2005 | 01/2018 |
1) 11/2018 Lums Lane Farm; Owner; Sole Prop.; Non-Investment Related; Boonsboro MD 21713; Farming/Planting Crops/Selling Crops/Field Rental; 3% of professional time spent 2) 11/2000 Independent Licensed Insurance Agent; Myersville MD 2173; Investment Related; Life and Health 3) 08/2025 Fortune Financial Services, Inc; Broker Dealer/Registered Representative; Investment Related; 3709 Brethren Church Road Myersville MD 21773; Spends approx. 80 hours/month; 60 hours/during trading hours; selling annuities INCLUDING FIXED INDEXED ANNUITIES, mutual funds to new and existing clients, reviewing those investments with clients, rebalancing portfolios. 4) 5/2021 OneSeven dba JP Investments/ Investment Advisor/Financial Advisor/IAR; Investment Related; 8900 Lums Lane, Boonsboro MD 21713; Spends approx. 80 hours/month; 60 hours/during trading hours 5) JP Investments Group, LLC, non-investment related; process income and expenses; Owner, Start Date, time devoted Less than 1 not during mkt hours; administrative duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-22 |
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