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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-03 |
Branch Locations
13799 Park Blvd, Seminole, FL 33776 • 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 |
|---|---|---|---|---|
| Jb Capital, Llc | Wethersfield | CT | 09/2015 | 04/2024 |
| Silver Oak Securities Inc | Jackson | TN | 09/2015 | 04/2017 |
| Financial Retirement Solutions, Llc (Dba "Johnson Brunetti") | Wethersfield | CT | 09/2015 | 12/2017 |
| Jn Financial | Wethersfield | CT | 01/2018 | 04/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 04/2024 | 04/2025 |
| One Seven D/B/A Rise Capital | Beachwood | OH | 04/2025 | Present |
1.Rise Capital, a dba of OneSeven; investment related, 13799 Park Blvd, Seminole, FL 33776; Advisory services; financial advisor, 04/2024; 160 hours during trading hours per month. 2.AA Insurance Advisors, LLC; investment related; 13799 Park Blvd, Seminole, FL 33776; manage income/expense and conducts non advisory activities such as, insurance sales (fixed annuity, health, and life), non-investment related speaking engagements, independent publishing; Independent Insurance Agent, owner; 03/2024 ; 160 hours during trading hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-27 |
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