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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
| AZ | RA | APPROVED | 2026-04-10 |
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 | Sun City | AZ | 09/2010 | 04/2026 |
| Oneseven | Beachwood | OH | 04/2026 | Present |
| Fortune Financial Services | Monaca | PA | 04/2026 | Present |
1. BT Financial ? Name of Business: BT Financial, PLC ? Address: 13801 W Camino Del Sol, Sun City West, AZ 85375 ? Activity Type: Support Company - Member ? Position/Title: Member ? Investment Related: No ? Start Date: 02/14/2014 ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Passive entity for tax/compensation purposes 2. Primary AZ Financial ? Name of Business: Primary AZ Financial ? Address: 13801 W Camino Del Sol, Sun City West, AZ 85375 ? Activity Type: Business support services ? Position/Title: Member - Partner ? Investment Related: No ? Start Date: 01/15/2014 ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Business support services 3. Insurance Agent ? Name of Business: 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: 06/01/2011 ? Hours per Month: 2-10 ? Hours During Trading Hours: 0-1 ? Description of Duties: Writing agent for non-variable insurance products as part of practice when appropriate for clients 4. IALA Properties LLC ? Name of Business: IALA Properties, LLC ? Address: 13801 W Camino Del Sol, Sun City West, AZ 85375 ? Activity Type: Real Estate Holding Company ? Position/Title: Member / Statutory Agent ? Investment Related: No ? Start Date: 03/27/2015 ? Hours per Month: 0-1 ? Hours During Trading Hours: 0-1 ? Description of Duties: Member of LLC and statutory agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-07 |
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