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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-20 |
Branch Locations
500 Central St. Unit 5311, Salem, NH 03079 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co | Burlington | MA | 10/2015 | 10/2017 |
| Raymond James Financial Services Advisors, Inc. | Acton | MA | 10/2017 | 08/2024 |
| Boston Harbor Wealth Advisors, Llc | Acton | MA | 10/2017 | 10/2018 |
| Raymond James Financial Services Advisors Inc. | Acton | MA | 11/2017 | 08/2024 |
| Crux Wealth Advisors | Long Beach | CA | 08/2024 | 01/2026 |
| Arete Wealth Management | Chicago | IL | 08/2024 | Present |
| Oneseve D/B/A The Hamilton Group | Beachwood | OH | 01/2026 | Present |
| Fortune Financial Services | Monaca | PA | 02/2026 | Present |
Licensed Insurance Agent Investment related yes Address - same as office Nature of business - fixed, health, variable sales Position or title; Licensed agent Start date: 04/07/2018. Approximate: Less than 1 hour monthly IAR for One Seven d/b/a Beacon Way Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-26 |
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