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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-14 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
440 Louisiana St #900, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 121 Advisory Group Llc | Shenandoah | TX | 09/2015 | 05/2018 |
| Baron Financial Advisors, Llc | Spring | TX | 05/2018 | 01/2021 |
| Oneseven | Beachwood | OH | 01/2021 | Present |
1) Pondera LLC; 440 Louisiana Street #900, Houston, TX 77375; Revenue and expense company, non-advisory related services. Less than 1 hour monthly. 2) Insurance Agent, Louisiana Suite 900, Houston TX 77002, Non-Variable Insurance, Agent, Investment Related: Yes, Start Date: 08/27/2013, Hours per Month: 2-10, Hours During Trading Hours: 0-1 ? Description of Duties: Writing agent for non-variable insurance products as part of practice when appropriate for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-27 |
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