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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
900 Cummings Center Suite 201-U, Beverly, MA 01915 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Quincy | MA | 04/2014 | 09/2016 |
| Boston Harbor Wealth Advisors | Acton | MA | 10/2016 | 10/2018 |
| Raymond James Financial Services Advisor Inc. | Beverly | MA | 03/2018 | 06/2024 |
| World Investment Advisors, Llc-Formerly Pensionmark Financial Gr | Lincroft | NJ | 06/2024 | 09/2025 |
| One Seven Llc Dba One Seven | Beachwood | OH | 09/2025 | Present |
| Fortune Financial Services, Inc. | Beverly | MA | 09/2025 | Present |
| World Investments, Inc | Lincroft | NJ | 06/2024 | 09/2025 |
| Ameriprise Financial Services, Inc. | Quincy | MA | 04/2014 | 09/2016 |
| D/B/A The Hamilton Group | Beverly | MA | 04/2018 | 12/2018 |
| D/B/A Boston Harbor Wealth Advisors | Beverly | MA | 01/2019 | 06/2024 |
1. Law Offices of Johnathan C. Breen; Non-Investment Related; 34 Townsend Farm Road, Boxford, MA 01921, Law firm, Managing Attorney/Principal; September 2016; 40hours per month;20hours during trading hours; Operate law firm, meet with estate planning clients to design and implement estate planning documents and design.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-21 |
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