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Oneseven CRD 283087
$7.72B regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-11 |
| OH | RA | APPROVED | 2023-09-29 |
| TX | RA | APPROVED | 2023-09-29 |
Branch Locations
980 W. Poe Rd. Suite #9, Bowling Green, OH 43402 • 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 | Bowling Green | OH | 04/2004 | 09/2023 |
| Raymond James Financial Services Advisors, Inc | Bowling Green | OH | 01/2009 | 09/2023 |
| One Seven | Beachwood | OH | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-29 |
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