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Lance Wright

Oneseven

Woodway, TX

Beachwood, OH

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Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-13
  • TX RA
    APPROVED
    Since 2025-10-13

Branch Locations

7503 Bosque Blvd. #103, Woodway, TX 76712 • United States

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oneseven Dba Wolfe Wealth Management Beachwood OH 07/2025 Present
St. Paul's Episcopal School Waco TX 08/2017 07/2025
Waco Connally Isd Waco TX 08/2014 06/2017
  • 07/2025 → Present
    Oneseven Dba Wolfe Wealth Management
    Beachwood, OH
  • 08/2017 → 07/2025
    St. Paul's Episcopal School
    Waco, TX
  • 08/2014 → 06/2017
    Waco Connally Isd
    Waco, TX
Other Businesses

Name of Organization: VRBO. Position: Manager. Start date:07/22/2022. Approx 10hrs/mo. Clean residence for guests.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-12
  • S65 Uniform Investment Adviser Law Examination
    2025-10-12

View on SEC IAPD

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