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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-26 |
| FL | RA | APPROVED | 2018-06-15 |
Branch Locations
5521 N. University Drive, Suite 103, Coral Springs, FL 33076 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Coral Springs | FL | 10/2013 | 01/2017 |
| Great Lakes And Atlantic Wealth Management | Charlotte | NC | 01/2017 | 06/2018 |
| Mgo One Seven Llc Dba Everglades Parkland Advisors | Beachwood | OH | 06/2018 | Present |
1) Everglades Global Opportunities Fund LP, Serving as General Partner and Investment Manager Start: 06/2017, work may be required during trading hours 2)Everglades Digital Assets Fund LP, Serving as General Partner and Investment Manager Start: 02/2019, work may be required during trading hours 3)OA Digital Asset Fund LP, Pooled Investment Fund, Serving as General Partner and Investment Manager Start: 05/2020, work may be required during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-02 |
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