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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-10-24 |
| TX | RA | APPROVED | 2022-05-25 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Chubbuck, ID • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 06/2011 | 03/2019 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 02/2019 | 05/2022 |
| Mgo One Seven Dba The Fulshear Wealth Management Group | Beachwood | OH | 05/2022 | Present |
10/2020 Independent Licensed insurance Agent; Investment Related; Fulshear/TX; General Lines Life, Health
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-12 |
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