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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-07-02 |
Branch Locations
3680 Embassy Pkwy Ste A, Akron, OH 44333 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Akron | OH | 06/2023 | 07/2024 |
| Raymond James Financial Services Inc. | Akron | OH | 07/2024 | 07/2025 |
| Indiana University Bloomington | Bloomington | IN | 05/2019 | 02/2024 |
| St. Ignatius Hs | Cleveland | OH | 08/2015 | 05/2019 |
| The Wealth Advisory Group Of Dilauro Wracher & Thomas | Akron | OH | 06/2023 | 02/2025 |
| Raymond James Financial Services Advisors, Inc. | Akron | OH | 10/2024 | 07/2025 |
| Mgo One Seven, Llc D/B/A Dwt Wealth | Akron | OH | 07/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
| Simplicity Group | Akron | OH | 07/2025 | Present |
| Dwt Wealth Llc | Akron | OH | 02/2025 | 07/2025 |
1. MGO One Seven, LLC d/b/a DWT Wealth. Investment-related. At registered location. RIA. IAR. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Advise clients. 2. Fixed Insurance. Not investment-related. At registered location. Fixed Insurance. Agent. 07/2025. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. Gridirion Specialist Group. Not investment-related. 466 N Hametown Rd, Akron, OH, 44333. Coaching/Teaching. Owner. 09/2024. 10 hrs/month. 0 hrs during trading hrs. Football coaching/training.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-26 |
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