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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-14 |
Branch Locations
13801 W Camino Del Sol, Sun City West, AZ 85375 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Surprise | AZ | 07/2009 | 04/2026 |
| Oneseven | Beachwood | OH | 04/2026 | Present |
| Fortune Financial Services | Monaca | PA | 04/2026 | Present |
1. IALA Properties, LLC ? Address: 13801 W Camino Del Sol, Sun City West, AZ 85375 ?Nature of the business: Real Estate Holding company - ? Position/Title: Owner/Partner ? Investment Related: No ? Start Date: 06/13/2016 ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Ownership interest in entity that may generate rental or investment income. 2. Mariner Financial, PLC ? Address: 13801 W Camino Del Sol, Sun City West, AZ 85375 ? Nature of the business: Support Company - Revenue & Expenses ? Position/Title: Owner ? Investment Related: No ? Start Date: 02/14/2014 ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Administrative entity used to receive advisory compensation and play business expenses and payroll. 3. Mariner Yacht Club, LLC ? Address: Waddell, AZ 85355 ? Nature of the business: Personal asset holding Entity for shared ownership of recreational boat. ? Position/Title: Partner ? Investment Related: No ? Start Date: 02/04/2014 ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Passive co-owner, occasional administrative responsibilities related to maintenance and ownership of recreational boat. 4. Independent Insurance Agent ? Address: 13801 W Camino Del Sol, Sun City West, AZ 85375 ? Activity Type: Non-Variable Insurance ? Position/Title: Agent ? Investment Related: Yes ? Start Date: 12/01/2009 ? Hours per Month: 2-10 ? Hours During Trading Hours: 0-1 ? Description of Duties: Writing agent for non-variable insurance products as part of financial planning for clients 5. Generation Trust Services ? Address: 13841 W Meeker Blvd, Ste 101, Sun City West, AZ 85375 ?Nature of Business: Generation Trust Services ? Position/Title: Referral Arrangement ? Investment Related: No ? Start Date: 02/01/2010 ? Hours per Month: 2-10 ? Hours During Trading Hours: 0-1 ? Description of Duties: Introduces advisory clients to an independent estate planning professional for estate planning services. If the client engages the estate planner, a referral fee may be received. 6. Primary AZ Financial ? Address: 13801 W Camino Del Sol, Sun City West, AZ 85375 ? Activity Type: Support Company - Owner ? Position/Title: Other ? Investment Related: No ? Start Date: 01/15/2014 ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Administrative entity used to receive advisory compensation and play business expenses and payroll.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-07 |
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