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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-09 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
13801 W. Camino Del Sol, Sun City West, AZ 85375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Sun City West | AZ | 10/2010 | 04/2026 |
| Raymond James Financial Services Advisors, Inc | Sun City West | AZ | 10/2010 | 04/2026 |
| Oneseven | Beachwood | OH | 04/2026 | Present |
| Fortune Financial Services | Monaca | PA | 04/2026 | Present |
1.S/T Properties Name of Business: S /T Properties Address: 13801 W Camino Del Sol, Sun city West, AZ 85375 Nature of Business: Commercial rental real estate ownership Position/Title: Owner / Partner Investment Related: Yes Start Date: 07/29/2019 Hours per Month: 0-1 Hours During Trading Hours: 0-1 Description of Duties: Co-owner of commercial real estate property that may generate rental or investment income. 2. IALA Properties Name of Business: IALA Properties Address: 13801 W Camino Del Sol, Sun City West, AZ 85375 Nature of Business: Real estate holding company Position/Title: Owner / Partner Investment Related: Yes Start Date: 03/27/2015 Hours per Month: 0-1 Hours During Trading Hours: 0-1 Description of Duties: Ownership interest in entity that may generate rental or investment income. 3. Trythall Financial LLC Name of Business: Trythall Financial Address: 13801 W Camino Del Sol, Sun City West, AZ 85375 Nature of Business: Business support entity used for administrative and operational purposes Position/Title: Owner Investment Related: No Start Date: 9/2010 Hours per Month: 0-1 Hours During Trading Hours: 0-1 Description of Duties: Used to receive advisory compensation, manage payroll, and handle business expenses. 4. Legacy Advisors, LLC Name of Business: Legacy Advisors, LLC Address: 14950 W Indian School Rd, Ste 180, Goodyear AZ 85395 Nature of Business: Business support entity used for administrative and operational purposes (essentially just a pass through company) Position/Title: Partner Investment Related: No Start Date: 11/2011 Hours per Month: 0-1 Hours During Trading Hours: 0-1 Description of Duties: Used to receive advisory compensation, manage payroll, and handle business expenses. 5. Independent Insurance Agent Name of Business: Independent license Address: 13801 W Camino Del Sol, Sun City West, AZ 85375 Nature of Business: Sale of insurance products Position/Title: Insurance Agent Investment Related: Yes Start Date: 02/28/2012 Hours per Month: 2 Hours During Trading Hours: 1 Description of Duties: Recommend and sell insurance products to clients and receive commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-30 |
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