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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-02 |
| OH | RA | APPROVED | 2016-07-01 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
36 South Franklin Street, Chagrin Falls, OH 44022 • 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 |
|---|---|---|---|---|
| Mgo One Seven Llc Dba Mb Wealth Management Group | Beachwood | OH | 07/2016 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2016 | 07/2019 |
| International Assets Advisory, Llc | Beachwood | OH | 07/2019 | 01/2021 |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; CHAGRIN FALLS, OH; LIFE & HEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-27 |
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