Best Investors Account Sign in
Inactive

Clancy J Atkinson

Oneseven

Beachwood, OH

Sharon, PA

Claim This Profile
Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-30
  • PA RA
    APPROVED
    Since 2025-05-30

Branch Locations

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

7 W. State St. Ste 350, Sharon, PA 16146 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
United Advisors Services, Llc Sharon PA 06/2016 09/2020
National Asset Management Sharon PA 09/2020 07/2022
B. Riley Wealth Advisors Memphis TN 07/2022 05/2025
Mgo Oneseven Dba Hemlock Wealth Management Beachwood OH 05/2025 Present
  • 06/2016 → 09/2020
    United Advisors Services, Llc
    Sharon, PA
  • 09/2020 → 07/2022
    National Asset Management
    Sharon, PA
  • 07/2022 → 05/2025
    B. Riley Wealth Advisors
    Memphis, TN
  • 05/2025 → Present
    Mgo Oneseven Dba Hemlock Wealth Management
    Beachwood, OH
Previous Registrations
  • 2020-09-13 → 2025-06-24
    Sharon, PA
  • 2016-06-20 → 2020-09-17
    United Advisors Services, Llc
    Sharon, PA
  • 2011-12-07 → 2016-06-27
    Columbus, OH
    Sharon, PA
  • 2003-05-02 → 2010-01-08
    Hermitage, PA
    New Castle, PA
    Mercer, PA
    Grove City, PA
    Hermitage, PA
    Meadville, PA
    Meadville, PA
    Oil City, PA
    Seneca, PA
    Oil City, PA
    Slippery Rock, PA
Other Businesses

1. HEMLOCK WEALTH MANAGEMENT LLC; INVESTMENT RELATED; 7 WEST STATE ST. SUITE 350 SHARON PA16146; DBA FOR FINANCIAL SECURITIES BUSINESS CONDUCTED THROUGH B. RILEY WEALTH ADVISORS; START DATE 2016; 40 HOURS / WEEK DEVOTED DURING SECURITIES TRADING HOURS. 2 INNOVATIVE BENEFITS CONSULTING; NON INVESTMENT RELATED; 420 FORT DUQUESNE BLVD #725 PITTSBURGH PA 15222; LIFE INSURANCE REFERRALS FOR ESTATE PLANNING PURPOSES - THEY WRITE POLOCIES; REFERRAL AGREEMENT; START DATE 2016; 1 HOUR/MONTH DEVOTED DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-24
  • S66 Uniform Combined State Law Examination
    2000-02-24
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beachwood, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor