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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-29 |
Branch Locations
980 W. Poe Rd Suite #9, Bowling Green, OH 43402 • United States
7261 W, Central Ave, Toledo, OH 43617 • 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. | Toledo | OH | 03/2019 | 04/2019 |
| Agrex Inc. | Bowling Green | OH | 06/2016 | 03/2019 |
| Raymond James Financial Services, Inc. | Toledo | OH | 04/2019 | 09/2023 |
| Raymond James Financial Services Advisors Inc. | Toledo | OH | 06/2019 | 09/2023 |
| Oneseven Dba Hyperion Wealth Group | Beachwood | OH | 09/2023 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 10/2023 | Present |
(1). Business: Independent Insurance Agent Business Type: Insurance sales Position/Title: Licensed Insurance Agent Start Date: 08/2021 Hours per month: 2-10 during trading hours Compensation: Commissions Duties: Independently licensed insurance agent appointed with various insurance carriers. Sells life and/or health insurance products and receives commission-based compensation. (2). Name of Business: OneSeven, DBA "Hyperion Wealth Group" ; Address: 7261 W. Central Ave, Toledo, OH 43617, United States. Activity Type: Fee based Financial Advisory Services such as investment management and holistic planning for clients. (3). Name of Business: Perrysburg Schools Foundation Business Type: Non-Profit (not investment-related) Position/Title: Board Member - Finance Subcommittee Start Date: 10/2019 - 06/2026 Hours per Month: 3-5 during trading hours Compensation: None Duties: Provide oversight of endowed funds and new donations to ensure they are allocated toward grants and scholarships benefiting teachers and students within the district. (4). Name of Business: Belmont Country Club Business Type: Social Golf Club (not investment-related) Position/Title: Board Member / Membership Committee Chair Start Date: 06/2021 - Present Hours per Month: 3-5 during trading hours Compensation: None Duties: Help guide management on membership recruitment and retention efforts and support financial sustainability planning for the club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-13 |
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