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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-07-04 |
Branch Locations
3680 Embassy Pkwy Ste A, Akron, OH 44333 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc | Akron | OH | 04/2014 | 07/2025 |
| Raymond James Financial Services Inc | Akron | OH | 04/2014 | 07/2025 |
| Mgo One Seven D/B/A Dwt Wealth | Akron | OH | 07/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
| The Wealth Advisory Group Of Dilauro Wracher & Thomas | Akron | OH | 01/2015 | 02/2025 |
| Dilauro Financial Services Inc. | Akron | OH | 04/2014 | 07/2025 |
1. MGO One Seven d/b/a DWT Wealth. Investment-related. At registered location. RIA. Financial Advisor. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Advise clients. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 07/2025. 5 hrs/month. 5 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Revere Local School District. Not investment-related. 3496 Everett Rd, Richfield, OH 44286. Teaching. High school coach. 08/2019. 15 hrs/month. 5 hrs during trading hrs. High school golf coach. 4. Consumers National Bank. Investment related. 614 E. Lincolnway, Minerva, OH 44657. Referral agreement. IAR. Start date: 01/2016. 35 hrs/month; 32 during trading hours. We act as the wealth management division of Consumers National Bank viz referrals from bank and under a revenue sharing agreement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-11 |
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