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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
| OH | RA | APPROVED | 2025-09-15 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
2525 Market Avenue, Cleveland, OH 44113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Independence | OH | 06/2012 | 03/2018 |
| W&S Brokerage Services | Cincinnati | OH | 07/2012 | 03/2018 |
| Mass Mutual Life Insurance Company | Cleveland | OH | 03/2018 | 02/2021 |
| Mml Investors Services | Cleveland | OH | 03/2018 | 02/2021 |
| Raymond James Financial Services Advisors | Cleveland | OH | 02/2021 | 06/2024 |
| Raymond James Financial Services, Inc. | Cleveland | OH | 02/2021 | 06/2024 |
| On Point Wealth Management | Cleveland | OH | 02/2021 | 09/2025 |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | 09/2025 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | 09/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
| Mgo Oneseven D/B/A Onpoint Wealth Partners | Cleveland | OH | 09/2025 | Present |
1.) MGO OneSeven d/b/a OnPoint Wealth Partners. Investment Related. At Registered Location. RIA. IAR. 8/2025. 80. 80. Financial Advisor. 2.) Fixed Insurance. Investment Related. At Registered Location. Traditional/Fixed Insurance. Agent. 8/2025. 10. 10. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-03 |
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