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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-07-04 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
3680 Embassy Pkwy Ste A, Akron, OH 44333 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Akron | OH | 03/2009 | 07/2025 |
| Raymond James Financial Services, Inc, | Akron | OH | 03/2009 | 07/2025 |
| The Wealth Advisory Group Of Dilauro Wracher & Thomas | Akron | OH | 01/2015 | 06/2023 |
| Dwt Wealth Llc | Akron | OH | 02/2025 | 07/2025 |
| One Seven Llc D/B/A Dwt Wealth | Akron | OH | 07/2025 | Present |
| Dwt Wealth Partners Llc | Akron | OH | 07/2025 | Present |
| Purshe Kaplan Sterling | Akron | OH | 07/2025 | Present |
| Simplicity Group | Akron | OH | 07/2025 | Present |
1) MGO One Seven DBA DWT Wealth Partners LLC/Address: 3680 Embassy Pkwy Ste A, Akron, OH, 44333, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch Owner\Financial Advisor 2) JDMW Properties, LLC. Address: 3680 Embassy Parkway, Akron, OH, 44333, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Passive Investor/ Investment Related: Yes Start Date: 09/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 3) Rental Real Estate Address: 4418 Rock Ridge Lane, Fairlawn, OH, 44333, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: none. i just own the property and rent it out. 4) M&A Referrals - Melcap Partners and Edgepoint Capital. Investment-related. 3680 Embassy Pkwy, Akron OH, 44333. RIA. Other. Start date: 01/2025. 1 hrs/month; all during trading hours. Provide advice to clients. 5) DiLauro Financial Services, Inc. 3680 Embassy Pkwy, Akron OH 44333. Holding Company. Owner. Not Investment Related. 1 Hours per month devoted to business, all during trading hours. 6) University of Akron College of Business. Akron OH, 44308. University. Board Member. Not Investment related. Start date 01/2008. 5 hours a month devoted to business, all during trading hours. Help students find jobs, role playing, discussing curriculum.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-02 |
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