Best Investors
Account
Sign in
Best Investors
Account
Sign in
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-20 |
| TX | RA | APPROVED_RES | 2019-05-02 |
| OH | RA | APPROVED | 2016-07-01 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Pepper Pike, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oneseven | Beachwood | OH | 07/2016 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2016 | 06/2019 |
| International Assets Advisory, Llc | Beachwood | OH | 07/2019 | Present |
| Tcwp, Llc | Beachwood | OH | 03/2023 | 12/2024 |
1) MGO ONE SEVEN LLC 24400 CHAGRIN BLVD, #200, BEACHWOOD, OH 44122 - REGISTERED INVESTMENT ADVISORY - PRESIDENT SINCE 7/2016 - APPROX 200 HRS/MO - SALARY 2) JLH PARTNERS IV 5910 LANDER BROOK DRIVE, CLEVELAND, OH 44124 - PASSIVE REAL ESTATE ENTITY - PARTNER SINCE 7/2017 - APPROX 0 HRS/MO - INTEREST 3) TR SQUARED, LLC 50 W. ORANGE HILL CIRCLE, ORANGE, OH 44022 - PASSIVE REAL ESTATE ENTITY - PARTNER SINCE 12/2018 - APPROX 0 HRS/MO - INTEREST 4) TERM LIFE INSURANCE SALES 4400 CHAGRIN BLVD, #200, BEACHWOOD, OH 44122 - INDEPENDENT AGENT SINCE 11/2020 - APPROX 1 HR/MO - COMMISSIONS 5) INTERNATIONAL ASSETS ADVISORY, LLC 111 N. ORANGE AVE, STE 1000, ORLANDO, FL 32801 - REGISTERED REPRESENTATIVE- SINCE 7/2019 - APPROX 3-5 HRS/MO - COMMISSIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-10 |
Reach out to this advisor