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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-18 |
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 |
|---|---|---|---|---|
| Regal Investment Advisors, Llc | Kentwood | MI | 08/2012 | 12/2024 |
| Regulus, Llc | Kentwood | MI | 01/2015 | 12/2024 |
| Mgo One Seven Dba Managed Wealth Solutions | Kalamazoo | MI | 11/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2025 | Present |
1. MGO One Seven, LLC d/b/a Managed Wealth Solutions. Investment Related. At Registered Location. RIA. Advisor. Start Date: 12/18/2024. 120 hrs/ month; all during trading hours. Manage my client accounts 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 12/18/2024. 40 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Real Estate Solutions. Not Investment Related. At Registered Location. Real Estate Rental. Owner. Start Date: 8/1/2018. 2 hrs/ month; none during trading hours. Rental Property During Summer Months
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-28 |
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