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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-04-18 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mercerville | NJ | 02/2016 | 10/2019 |
| Bank Of America, N.A. | Mercerville | NJ | 02/2016 | 10/2019 |
| Jp Morgan Securities, Llc | Philadelphia | PA | 10/2019 | 04/2022 |
| Jp Morgan Chase Bank, N.A. | Philadelphia | PA | 10/2019 | 04/2022 |
| Mgo One Seven Llc Dba Lake House Private Wealth Management | Beachwood | OH | 04/2022 | Present |
| Alta Vera Securities D/B/A Sh Summit, Inc. | Yardley | PA | 08/2025 | Present |
(1) MGO ONE SEVEN LLC dba LAKE HOUSE PRIVATE WEALTH MANAGEMENT - Investment Related - IAR - I serve as an Investment Advisor Representative with OneSeven, where I provide financial advice and investment management services to clients under my Series 65 license. Approximately 160 hours/month (2) Alta Vera Securities d/b/a SH Summit, Inc. - Investment Related - Founder - sourcing and selling suitable private investment offerings to qualified investors - approx 80 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-12 |
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