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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. | Centerville | OH | 02/2014 | 09/2023 |
| Mgo One Seven Dba Feldmeyer Financial Group | Beachwood | OH | 09/2023 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Dayton | OH | 09/2023 | Present |
1. MGO One Seven LLC dba Feldmeyer Financial Group; Yes; 6500 Centerville Business Parkway Dayton, OH 45459; RIA; Financial Advisor; 09/2023; 160; 130; Financial Advisor providing investment advice forafee, fixed insurance, and annuities. 2. Fixed Insurance; Yes; 6500 Centerville Business Parkway Dayton, OH 45459; Fixed/Traditional Insurance; Agent; 09/2023; 4; 4; Sales of fixed/traditionalinsuranceproducts 3. OSU Alumni Association of Greater Dayton; No; 281 W Lane Ave Columbus, OH 43210; Charitable or Non-profit Organization; General Manager; 10/2019; 1; 0; Meeting quarterly to planevents forthe Greater Dayton Ohio State University Alumni Club. 4. Normandy Green Home Owners Association; No; Green Park Dr Centerville, OH 45459; Other; General Manager/Secretary; 01/2021; 1; 0;This is thehome owners association that I live in. There are approximately 35 houses and 5 board members. Our main duty is to collect the $200/year annual dues and pay lawn service company to maintainthecommon space (done by treasurer).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-03 |
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