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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-22 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
6500 Centerville Business Parkway, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Dayton | OH | 07/2018 | 09/2023 |
| Sugarcreek Bellbrook School District | Bellbrook | OH | 06/2018 | 08/2019 |
| Reynolds & Reynolds | Dayton | OH | 09/2014 | 07/2018 |
| Mgo One Seven, Llc Dba Feldmeyer Financial Group | Dayton | OH | 09/2023 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 09/2023 | Present |
1. MGO One Seven DBA Feldmeyer Financial Group; Investment Related; At the registered location; RIA; Financial Advisor; 09/2023; 128; 128; Providing financial advice and investment management for a fee, fixed insurance, and annuity sales. 2. Fixed Insurance; Investment Related; At the registered location; Fixed/Traditional Insurance; Agent; 09/2023; 2; 2; Sales of fixed/traditional products 3. Alternative Divorce Solutions; Not Investment Related; 6500 Centerville Business Parkway Dayton, OH 45459; Consulting Services; Cow-owner/Managing Director; 06/2020; 10; 10; Provide consulting services to individuals going through the divorce process including mediation services, advice as to parenting plans and division of assets, financial calculations such as pension valuations. 4. Board Member - Women's Board of Dayton Children's Hospital; Not Investment Related; 1 Children Plaza Dayton, OH 45404; Charitable or Non-profit Organization; Board Member - Charitable fundraising auxiliary board; 08/2020; 3; 3; Assist in any activities the board organizes to encourage charitable donations to fund the hospital's needs. 5. Institute of Divorce Financial Analysis; Not Investment related; 3622 Lyckan Parkway Suite 3003 Durham, NC 27707; Governing body of the CDFA(R) designation; National Board Member; 01/2022; 1; 1; Help plan the national conference, participate in initiatives to help grow the membership, assist in the analysis of test materials to ensure the curriculum is still relevant to day-to-day responsibilities of a CDFA professional.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-21 |
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