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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
7503 Bosque Blvd Unit 103, Woodway, TX 76712 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Waco | TX | 05/2022 | 04/2025 |
| Green & Wolfe | Waco | TX | 05/2022 | 04/2025 |
| University Of North Texas | Denton | TX | 08/2019 | 05/2022 |
| Midway High School | Waco | TX | 08/2014 | 05/2019 |
| Raymond James Financial Services Advisors, Inc. | Waco | TX | 10/2023 | 04/2025 |
| Mgo One Seven Llc D/B/A Wolfe Wealth Management | Woodway | TX | 04/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1. MGO OneSeven LLC d/b/a Wolfe Wealth Management. Investment-related. At registered location. RIA. IAR. 4/2025. 130 hrs/month. 130 hrs during securities hrs. Financial advisor. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 4/2025. 5 hrs/month. 5 hrs during securities hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-07 |
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