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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-07 |
Branch Locations
129 W Patrick St #15, Frederick, MD 21701 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 05/2016 | 10/2016 |
| Bbtis | Frederick | MD | 12/2016 | 07/2020 |
| Bb&T Securities, Llc | Frederick | MD | 01/2018 | 07/2020 |
| Deloitte | Mechanicsburg | PA | 03/2021 | 07/2024 |
| Truist Investment Services, Inc | Frederick | MD | 08/2024 | 08/2025 |
| Unempolyed | Frederick | MD | 07/2020 | 03/2021 |
| One Seven Dba Martz Financial | Beachwood | OH | 08/2025 | Present |
| Fortune Financial Services | Monaca | PA | 08/2025 | Present |
IAR with One Seven
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 2016-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-15 |
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