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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-02 |
| IL | RA | APPROVED | 2021-10-28 |
| OH | RA | APPROVED | 2021-10-28 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ross, Sinclaire & Associates, Llc | Chicago | IL | 10/2016 | 12/2021 |
| Magnetar | Evanston | IL | 10/2010 | 10/2016 |
| Mgo One Seven Llc Dba Clientfirst Financial Strategies, Inc. | Chicago | IL | 10/2021 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 11/2021 | Present |
(1) 11/2021 Fortune Financial Services, Inc.; Broker Dealer; Investment Related; Registered Representative; ; Dayton, OH; 8 Approx. hrs / month; 8 Approx. hrs/month during trading hours; investment and account management. (2) 10/2021 MGO One Seven LLC dba ClientFirst Financial Strategies, Inc. Investor Advisor; Investment Related; Investment Adviser Rep/Financial Advisor Chicago, IL (3) 8/26/2023 The Miami Valley School member of the Board of Trustees - volunteer looking out for best interest of the school: Dayton OH; 0 hrs during trading;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-04 |
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