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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Mml Investors Services, Inc. | Cleveland | OH | 06/2008 | 02/2021 |
| Raymond James Financial Services, Inc. | Cleveland | OH | 02/2021 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Cleveland | OH | 02/2021 | 06/2024 |
| Onpoint Wealth Partners | Cleveland | OH | 01/2021 | 09/2025 |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | 09/2025 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | 09/2025 |
| Mgo Oneseven Dba Onpoint Wealth Partners | Cleveland | OH | 09/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
1. MGO OneSeven d/b/a OnPoint Wealth Partners. Investment related. At registered location. RIA. Financial advisor. Start date: 08/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/ Traditional insurance. Agent. Start date: 08/2025. 40 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-06 |
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