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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
7503 Bosque Blvd. Unit 103, Woodway, TX 76712 • United States
Waco, TX • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Woodway | TX | 07/2009 | 04/2025 |
| Raymond James Financial Services Advisors Inc | Woodway | TX | 07/2009 | 04/2025 |
| Green & Wolfe Portfolio Management Group, Llc. | Waco | TX | 01/2014 | 06/2023 |
| Wolfe Wealth Management, Llc | Woodway | TX | 06/2023 | Present |
| Mgo One Seven Dba Wolfe Wealth Management | Beachwood | OH | 04/2025 | Present |
(1) Name of Business: Wolfe Wealth Management, LLC Address: 7503 Bosque Blvd, Suite 103, Woodway, TX, 76712, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This will be my support company for My RJFS ICD branch. I will use this business to manage and pay my employees and handle day to day administration activities in support of my RJ business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-21 |
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