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Current Employers
Oneseven

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 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

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
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
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Brunswick, MD
  • 02/2021 → 05/2021
    Truist Investment Services, Inc.
    Middletown, MD
  • 02/2021 → 05/2021
    Atlanta, GA
  • 05/2021 → Present
    Oneseven Dba Jp Investments
    Boonsboro, MD
  • 06/2021 → 08/2025
    International Assets Advisory, Llc
    Boonsboro, MD
  • 08/2025 → Present
    Fortune Financial Services
    Monaca, PA
  • 11/2005 → 01/2018
    Bb&T Investments
    Charlotte, NC
Previous Registrations
  • 2021-02-17 → 2021-06-01
    Atlanta, GA
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Frederick, MD
    Brunswick, MD
    Severna Park, MD
    Middletown, MD
    Rockville, MD
    Richmond, VA
  • 2006-03-23 → 2018-01-02
    Bb&T Investment Services, Inc.
    Frederick, MD
    Walkersville, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Adamstown, MD
    Middletown, MD
    Frederick, MD
    Brunswick, MD
    Frederick, MD
    Charlotte, NC
    Charlotte, NC
    Severna Park, MD
    Walkersville, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Brunswick, MD
  • 2001-01-30 → 2002-08-28
    Hagerstown, MD
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-22
  • S66 Uniform Combined State Law Examination
    2006-03-22

View on SEC IAPD

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