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Current Employers
Oneseven

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-09
  • AZ RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-27
S63 Uniform Securities Agent State Law Examination 2004-04-30
  • S65 Uniform Investment Adviser Law Examination
    2026-03-27
  • S63 Uniform Securities Agent State Law Examination
    2004-04-30

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