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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-15 |
Branch Locations
2525 Market Avenue, Cleveland, OH 44113 • 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 | Cuyahoga Falls | OH | 01/2015 | 11/2019 |
| Raymond James Financial Services Advisors Inc. | Cuyahoga Falls | OH | 01/2015 | 11/2019 |
| Peoples Bank, N.A. | Cuyahoga Falls | OH | 12/2014 | 11/2019 |
| Edward Jones | Saint Louis | MO | 11/2019 | 01/2020 |
| Unemployed - Resigned From Edward Jones 1/3/2020 | Akron | OH | 01/2020 | 02/2020 |
| American Fidelity Assurance | Oklahoma City | OK | 02/2020 | 05/2022 |
| Raymond James Financial Services, Inc. | Cleveland | OH | 07/2022 | 06/2024 |
| Raymond James Financial Services Advisors, Inc | Cleveland | OH | 07/2022 | 06/2024 |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | 09/2025 |
| Pensionmark Financial Group, Llc | Santa Barbara | CA | 06/2024 | 09/2025 |
| Mgo Oneseven D/B/A Onpoint Wealth Partners | Cleveland | OH | 09/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
1. MGO OneSeven d/b/a OnPoint Wealth Partners. Investment-related. At registered location. RIA. Financial Advisor. 07/2025. 160 hrs/month. 160 hrs during trading hrs. Financial advisor, financial planning, insurance. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 07/2025. 40 hrs/month. 40 hrs during trading hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-03 |
| S66 | Uniform Combined State Law Examination | 2005-11-23 |
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