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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED_RES | 2025-09-08 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities | Mansfield | MA | 02/2002 | 03/2017 |
| Raymond James Financial Services, Inc | Mansfield | MA | 02/2017 | 06/2024 |
| Boston Harbor Wealth Advisors, Llc | Acton | MA | 02/2017 | 10/2018 |
| D/B/A The Hamilton Group | Mansfield | MA | 04/2018 | 12/2018 |
| Raymond James Financial Services Advisors, Inc | Mansfield | MA | 04/2018 | 06/2024 |
| Dh Smith Insurance Agency | Mansfield | MA | 02/2017 | 12/2022 |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | 09/2025 |
| World Investment Advisors, Llc Formerly Pensionmark Financial Gr | Santa Barbara | CA | 06/2024 | 09/2025 |
| Oneseven | Beachwood | OH | 09/2025 | Present |
| Fortune Financial Services, Inc | Mansfield | MA | 09/2025 | Present |
| Lincoln Financial Securities Corporation | Mansfield | MA | 03/2006 | 02/2017 |
| D/B/A Boston Harbor Wealth Advisors | Mansfield | MA | 01/2019 | 06/2024 |
(1)Name of Business: First American Insurance Underwriters Address: 460 Hillside Avenue, Needham MA 02494, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/23/2017 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: I place term life insurance, Long Term Care, Disability Insurance, non-security insurance products. (2)Name of Business: KJH Enterprises, LLC Address: 111 Williams Street, Mansfield, MA, 02048, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/23/2017 Hours per month devoted to this business: 4, Hours per month devoted to this business during trading hours: 0 Description of duties: I assist with the renovation plans and help out with tenant matters when necessary. 3) J.S. Smith Financial Services, 167 Chuniloti Way, Loudon, TN 37774 Activity Type: Non-variable insurance Position/Title: Agent Investment related: Yes Start Date 6/1/2025 Hours per month devoted to this business 2 hours per month devoted during business hours. Description of duties: Place term life insurance, Long Term Care, Disability Insurance, non-security insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-14 |
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