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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-06 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Malvern, PA • 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 |
|---|---|---|---|---|
| United Advisors Services, Llc | New York | NY | 07/2015 | 09/2020 |
| B. Riley Wealth Advisors, Inc | Malvern | PA | 09/2020 | 06/2025 |
| Mgo Onesever Dba R J Campbell Investments, Llc | Beachwood | OH | 06/2025 | Present |
(1) RJ CAMPBELL INVESTMENTS, LLC; INVESTMENT RELATED; DBA FOR FINANCIAL SECURITIES BUSINESS CONDUCTED THROUGH B. RILEY WEALTH MANAGEMENT; START DATE 2014. 40 HRS / WEEK DEVOTED DURING SECURITIES TRADING HRS. (2) PRIZER PROPERTY INVESTMENTS, LLC; INVESTMENT RELATED; 4154 HOWELL RD. MALVERN PA 19355; RENTAL REAL ESTATE; OWNER; START DATE 2003; 2 HRS/ MONTH DEVOTED NONE DURING SECURITIES TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-20 |
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