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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-30 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Dana Point, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edleman Financial Services, Llc. | Fairfax | VA | 09/2014 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 08/2024 |
| Mgo Oneseven Dba Shintani Wealth Management Services | Beachwood | OH | 08/2024 | Present |
Banning Mountain View Estates MHP LLC, Not- Investment Related. 638 De Los Mares, Ste. H130, San Clemente, CA 92673. Real Estate. Member. 12/2012, APPROX 0 hours spend devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-08 |
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