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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-04 |
| TX | RA | APPROVED | 2025-07-04 |
Branch Locations
463 Brush Run Rd Ste 200, Greensburg, PA 15601 • 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, Inc. | Apollo | PA | 06/2018 | 07/2025 |
| Unemployed | Ligonier | PA | 01/2018 | 05/2018 |
| Raymond James Financial Services Advisors Inc. | Apollo | PA | 09/2018 | 07/2025 |
| The Wealth Advisory Group Of Dilauro Wracher & Thomas Llc | Akron | PA | 07/2024 | 02/2025 |
| One Seven Dba Dwt Wealth | Greensburgh | PA | 07/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
| Simplicity Group | Akron | OH | 07/2025 | Present |
| Dwt Wealth Llc | Akron | OH | 02/2025 | 07/2025 |
| Jdmw Investments Llc | Akron | OH | 05/2018 | 07/2024 |
| Patrick Capital Markets/Mcduff Capital | New Cannan | OH | 12/2013 | 12/2017 |
1.) DWT Wealth Partners LLC. Investment Related. At Registered Location. RIA. IAR. 7/2025. 160. 160. Advisor 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. 7/2025. 1. 1. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-10 |
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