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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-16 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
2625 Townsgate Rd. Suite 330, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services Llc | Fairfax | VA | 05/2015 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 02/2024 |
| Oneseven | Beachwood | OH | 02/2024 | Present |
1) TLTLT LLC; INVESTMENT RELATED: No; ADDRESS: Newbury Park, CA; NATURE: E-commerce store. Selling household products online through Walmart, Amazon, and Shopify; POSITION: Sole Owner; START DATE: 10/11/2021; NUMBER OF HOURS/MONTH: 03 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: A 3rd party will be running all aspects of the e-commerce store from A-Z. I won't have any responsibilities related to the day-to-day of running the e-commerce store/platform. 2)Independent Insurance Agent; Address: 2625 Townsgate Road, Suite 330, Westlake Village CA 91361;Nature of Business: Sale of insurance products; Nature of Business: Sale of insurance products; Investment Related: Yes; Start Date: 01/20/2013; Hours per Month: 0-1; Hours During Trading Hours: 0-1;Description of Duties: Recommend and sell insurance products to clients and receive commissions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-17 |
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