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Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-08-01
  • MD RA
    APPROVED
    Since 2025-08-01

Branch Locations

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

129 W Patrick St #15, Frederick, MD 21701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M&T Securities, Inc. Towson MD 01/2012 10/2016
Bbtis Frederick MD 12/2016 01/2018
Unemployed Baltimore MD 10/2016 12/2016
Bb&T Securities, Llc Frederick MD 01/2018 02/2021
Truist Investment Services, Inc. Frederick MD 02/2021 08/2025
Truist Advisory Services, Inc. Atlanta GA 03/2021 08/2025
One Seven Dba Martz Financial Beachwood OH 08/2025 Present
Fortune Financial Services Monaca PA 08/2025 Present
  • 01/2012 → 10/2016
    M&T Securities, Inc.
    Towson, MD
  • 12/2016 → 01/2018
    Bbtis
    Frederick, MD
  • 10/2016 → 12/2016
    Unemployed
    Baltimore, MD
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Frederick, MD
  • 02/2021 → 08/2025
    Truist Investment Services, Inc.
    Frederick, MD
  • 03/2021 → 08/2025
    Atlanta, GA
  • 08/2025 → Present
    One Seven Dba Martz Financial
    Beachwood, OH
  • 08/2025 → Present
    Fortune Financial Services
    Monaca, PA
Previous Registrations
  • 2021-03-02 → 2025-08-04
    Atlanta, GA
    Frederick, MD
  • 2018-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Charlotte, NC
    Severna Park, MD
    Walkersville, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Rockville, MD
    Richmond, VA
  • 2016-12-06 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Severna Park, MD
    Walkersville, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Brunswick, MD
    Frederick, MD
  • 2012-02-09 → 2016-11-23
    M&T Securities, Inc.
    Baltimore, MD
    Timonium, MD
    Towson, MD
    Towson, MD
    Towson, MD
    Towson, MD
    Annapolis, MD
    Cockeysville, MD
    Parkton, MD
    Pheonix, MD
    Lutherville, MD
    Timonium, MD
    Hunt Valley, MD
    Towson, MD
    Timonium, MD
  • 2011-06-15 → 2011-09-16
    Reisterstown, MD
    Columbia, MD
    Reisterstown, MD
    Owings Mills, MD
  • 2009-06-01 → 2011-06-01
    Frederick, MD
  • 2009-05-05 → 2009-06-01
    Frederick, MD
Other Businesses

DBA: Martz Financial - owner - 8/1/2025 - 40 hrs during trading hours IAR with One Seven

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-20
  • S66 Uniform Combined State Law Examination
    2009-04-20

View on SEC IAPD

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