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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-12-20 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Westlake, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2016 | 12/2019 |
| Mgo One Seven Llc Dba Mgo One Seven | Beachwood | OH | 11/2019 | Present |
| Fortune Financial Services | Monaca | PA | 12/2021 | Present |
1.) MALACHI HOUSE POSITION: I AM A BOARD - MEMBER NATURE: MALACHI HOUSE IS A NON-PROFIT. MALACHI HOUSE ALSO PROVIDES HOSPICE SERVICES FOR THE HOMELESS AS WELL AS MEALS FOR THE NEEDY AND CAREER COUNSELING FOR THE UNEMPLOYED. INVESTMENT RELATED: NO NUMBER OF HOURS: 8 INVESTMENT RELATED HOURS: 1 START DATE: 03/01/2000 ADDRESS: 2810 CLINTON AVE., CLEVELAND OH 44113 DESCRIPTION: I HELP MAKE DECISIONS REGARDING THE NON-PROFIT (FUNDRAISING, ETC) IN ADDITION TO VOLUNTEERING. 2.) 10/2019 River Saas Capital; West Lake, OH; Chief Development Officer; venting fun/asset development; investment related; Private Fund; approximately 20 per month 3.) RIA - MGO One Seven - Investment Advisor Representative - 40 hrs week 4.) Shane Rock: where we provide financial assistance (thru donations) to families enduring pediatric cancer; a local Cleveland OH organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-21 |
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