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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-02 |
| OH | RA | APPROVED | 2017-03-21 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
36 South Franklin Street, Chagrin Falls, OH 44022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kohmann Bosshard Financial Services, Llc | Akron | OH | 07/2016 | 03/2017 |
| Mgo One Seven Llc Dba Mb Wealth Management Group | Beachwood | OH | 03/2017 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; CHAGRIN FALLS, OH; LIFE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-18 |
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