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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-09-25 |
| WV | RA | APPROVED | 2023-08-04 |
| MD | RA | APPROVED | 2023-08-02 |
| VA | RA | APPROVED | 2023-07-28 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
500 N Washington Street Suite 201, Alexandria, VA 22314 • United States
1160 Johnson Ave Suite 102, Bridgeport, WV 26330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bridgeport | WV | 06/2015 | 07/2023 |
| Oneseven Dba Jtm Williams Capital Management | Beachwood | OH | 07/2023 | Present |
Board of Directors; OLD TOWN GREENS TOWNHOME ASSOCIATION; Board member; Manassas, VA 20110; Not Investment Related; March 2021; 1-9 hours per month; 0 during trading hours. Other Business Activities; WVU Alumni Board; Board of Alumni Group for WVU in the National Capitol Area.; Board member; Morgantown, WV 26504; Not Investment Related; June 2018; 1-9 hours per month; 0 during trading hours. Independent Licensed Insurance Agent; Investment Related; Able To Sell Life
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-19 |
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