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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Harberson Financial | Spring | TX | 04/2016 | 11/2017 |
| Baron Financial Advisors, Llc | Spring | TX | 02/2019 | 01/2021 |
| Studemont Group, Lp | Spring | TX | 11/2017 | Present |
| Mgo One Seven Llc Dba Studemont Group | Beachwood | OH | 01/2021 | Present |
1) STUDEMONT GROUP, LP; INVESTMENT RELATED; SPRING, TX; INSURANCE AGENT; START DATE: 11/2017; 60-80 HOURS PER MONTH 2) 2009 Independent Licensed Insurance Agent; Investment Related; General Health & Life; Woodlands, TX
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-18 |
| S66 | Uniform Combined State Law Examination | 2009-11-28 |
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