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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-12-23 |
Branch Locations
1790 Atkinson Rd Nw Suite E, Lawrenceville, GA 30043 • 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 |
|---|---|---|---|---|
| Transition Planning | Pelham | AL | 06/2015 | Present |
| First Heartland Capital Inc | Lake St Louis | MO | 09/2015 | 12/2018 |
| The Tavenner Company | Springfield | OH | 01/2019 | 12/2019 |
| Tavco Financial Advisory, Inc. | Springfield | OH | 01/2019 | 12/2019 |
| Mgo One Seven Llc Dba Ironclad Wealth Management | Beachwood | OH | 12/2019 | Present |
1) INSURANCE AGENT, INSURANCE SALES THROUGH TRANSITION PLANNING IN PELHAM AL. FULL TIME INSURANCE SALES 2) IRONCLAD BUSINESS & TAX ADVISORS, NOT INVESTMENT RELATED, 1566 N Druid Hills Rd NE Brookhaven, GA 30319, TAX & BUSINESS ADVISORY, PRESIDENT. APPROX- 5 HRS/WEEK, DUIRNG TRADING HOURS AND NON TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-29 |
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