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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-26 |
Branch Locations
3003 Dunes West Blvd Suite 29, Mt. Pleasant, SC 29466 • 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 | Charleston | SC | 02/2010 | 04/2024 |
| Lakian One | Mt. Pleaseant | SC | 02/2011 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Mt. Pleasant | SC | 03/2010 | 04/2024 |
| Rh Financial Services Llc | Mount Pleasant | SC | 11/2014 | 03/2024 |
| Ocean Holdings | Charleston | SC | 11/2016 | 06/2018 |
| Mgo One Seven Dba Magnetic North Financial | Beachwood | OH | 04/2024 | Present |
(1) Name of Business: Lakian Capital Address: 3003 Dunes West Blvd Suite 29, Mt Pleasant, SC 29466, United States, Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/12/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of Lakian Capital. (2) Name of Business: Magnetic North Financial, Address: 3003 Dunes West Blvd Suite 29, Mt Pleasant, SC 29466, United States, Activity Type: Insurance agency, Start Date: 04/2025, 1 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1, Description of duties: owner of Magnetic North Financial
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-21 |
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