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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-10 |
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
Boynton Beach, FL • 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 |
|---|---|---|---|---|
| Mgo One Seven Llc | Beachwood | OH | 08/2017 | Present |
| Nardis Advisors, Llc | Larchmont | NY | 05/2016 | 07/2017 |
4/2022 Concise Capital Management, LP; Writer; Hedge Fund; Investment Related; 1111 Brickell Ave, Suite 1525, Miami FL; 5 hours/ month; 0 hours during trading hours; Writing commentaries
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-18 |
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