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Keith Steven Beggs

Oneseven

Beachwood, OH

Cypress, TX

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Current Employers
Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-30
  • TX RA
    APPROVED
    Since 2022-11-30

Branch Locations

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Cypress, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steadfast Finanacial Planning, Llc Houston TX 06/2016 12/2023
212 Advisory Group, Llc Houston TX 08/2016 05/2018
Baron Financial Advisers, Llc Spring TX 05/2018 06/2020
Steadfast Insurance Solutions Houston TX 02/2022 Present
Mgo One Seven Cypress TX 11/2022 02/2024
Mdrn Capital, Llc Cypress TX 02/2024 Present
Athlegacy Cypress TX 01/2024 Present
  • 06/2016 → 12/2023
    Steadfast Finanacial Planning, Llc
    Houston, TX
  • 08/2016 → 05/2018
    212 Advisory Group, Llc
    Houston, TX
  • 05/2018 → 06/2020
    Baron Financial Advisers, Llc
    Spring, TX
  • 02/2022 → Present
    Steadfast Insurance Solutions
    Houston, TX
  • 11/2022 → 02/2024
    Mgo One Seven
    Cypress, TX
  • 02/2024 → Present
    Mdrn Capital, Llc
    Cypress, TX
  • 01/2024 → Present
    Athlegacy
    Cypress, TX
Previous Registrations
  • 2024-02-16 → 2025-03-17
    Mdrn Capital
    Annapolis, MD
    Cypress, TX
  • 2020-07-09 → 2023-12-31
    Steadfast Financial Planning, Llc
    Houston, TX
  • 2018-05-31 → 2020-06-29
    Baron Financial Advisors, Llc
    Houston, TX
    Spring, TX
    Spring, TX
  • 2016-08-12 → 2018-05-31
    212 Advisory Group, Llc
    Houston, TX
  • 2015-03-31 → 2016-06-23
    Regal Investment Advisors Llc
    Houston, TX
    Kentwood, MI
  • 2014-06-23 → 2014-12-31
    Bright Owl Investment Advisors
    Houston, TX
    Kentwood, MI
Other Businesses

Steadfast Insurance Solutions; Investment Related; Cypress, TX; Insurance Sales; Founder; Since 02/2022; 10% of time per month; Meet with clients and offer services. Athlegacy; Investment Related; Cypress, TX; Insurance Sales; Co-Founder; Since 01/2024; 10% of time per month; Meet with clients and offer services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-07
  • S65 Uniform Investment Adviser Law Examination
    2015-05-07
Other Names
  • Keith Beggs

View on SEC IAPD

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PHILIPP CAPITAL ADVISORS
TIDMORE RETIREMENT PLANNING SPECIALISTS
NEO INVESTMENT COUNSEL, LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
C.N.M. MANAGEMENT, LLC
BRIGHTON JONES LLC

Other Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER
Brian Mitchell Duffield
Forrest Duncan Kuchling
Rachel M Smylie
AILEEN PATRICIA BOST
Nicholas James Evans

Other Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH
TIDMORE RETIREMENT PLANNING SPECIALISTS · BEACHWOOD, OH
NEO INVESTMENT COUNSEL, LLC · CLEVELAND, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
C.N.M. MANAGEMENT, LLC · CLEVELAND, OH

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