Akseli Derzon

Current Employers

Employment History

• 04/2016 → 10/2024
  Mountain America Credit Union
  Taylorsville, UT
• 03/2018 → 10/2024
  Lpl Financial Llc
  Taylorsville, UT
• 10/2024 → Present
  Oneseven D/B/A Rosehaven Family Office
  Beachwood, OH
• 09/2019 → 10/2024
  Lpl Financial Llc
  Taylorsville, UT

Previous Registrations

• 2019-09-12 → 2024-10-17
  Lpl Financial Llc
  Taylorsville, UT
  Cedar City, UT
  West Valley City, UT
  Taylorsville, UT
  West Jordan, UT
  West Valley, UT
  West Jordan, UT

Other Businesses

1.Entity Name: ASD Enterprises LLC Start Date: January 2021 Location: Lehi, UT Investment Related: Yes Clients Invested: Yes Business Description: President of a private entity managing real estate and private fund investments. Owns and controls multiple entities including Cardiodata Capital LLC and THI Hospitality LLC. 2.Entity Name: Apex Management Group LLC Start Date: January 2024 Location: Lehi, UT Time Commitment: 10 hrs/month Investment Related: Yes Clients Invested: Yes Business Description: Executive Partner overseeing hotel operations and revenue management. Receives compensation based on gross hotel revenue. 3.Entity Name: Cedar Capital LLC Start Date: September 2024 Location: Lehi, UT Time Commitment: 10 hrs/month Investment Related: Yes Clients Invested: Yes Business Description: Ownership interest via Apex Management Group. Sponsors hotel investment funds including Lodging Fund One LLC. Receives equity-based compensation. 4.Entity Name: Lodging Fund One LLC Start Date: September 2024 Location: Lehi, UT Time Commitment: 10 hrs/month Investment Related: Yes Clients Invested: Yes Business Description: Private equity real estate fund. Ownership interest via Cedar Capital LLC. Clients have invested. Compensation received through affiliated entities. 5.Entity Name: Level Up Partners LLC Start Date: January 2023 Location: Lehi, UT Time Commitment: 10 hrs/month Investment Related: Yes Clients Invested: Yes Business Description: Owner and Manager of a media and marketing venture overseeing CaseFlow Media, Bluehaven Media, LawMotive, and Leadfoundry. Receives 15% profit distributions. 6.Entity Name: Self-employed / Independent Start Date: 10/2024 Location: Lehi, UT Time Commitment: 2 hours/month Investment Related: Yes Clients Invested: Yes Business Description: Licensed Insurance Agent authorized to offer fixed insurance products including life, disability, and annuities. No formal affiliation with an insurance agency. Compensation may be received in the form of commissions. Clients are under no obligation to purchase insurance 7.Entity Name: ASD Management LLC Start Date: 01/2023 Location: Lehi, UT Time Commitment: 0 hours/month Investment Related: No Clients Invested: No Business Description: AJ Derzon is the sole owner of ASD Management LLC, a separate and unaffiliated entity from OneSeven. The entity is inactive and does not engage in business operations or generate compensation. It does not conduct investment advisory services and does not present a conflict of interest with Mr. Derzon's advisory role. 8.Entity Name: Radical Lads LLC Start Date: 01/2023 Location: Lehi, UT Time Commitment: 0 hours/month Investment Related: No Clients Invested: No Business Description: AJ Derzon holds a 50% ownership interest in Radical Lads LLC, a separate and unaffiliated entity from OneSeven. The entity owns a racecar and does not engage in business operations or generate compensation. Mr. Derzon does not devote time to this entity, and it does not conduct investment advisory services. 9.Entity Name: Derzon Real Estate Services LLC Start Date: 01/2023 Location: Lehi, UT Time Commitment: 0 hours/month Investment Related: No Clients Invested: No Business Description: AJ Derzon is the sole owner of Derzon Real Estate Services LLC, a mortgage and real estate services business. The entity is currently inactive and does not generate compensation. It is not investment-related and does not involve clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-11
• S63 Uniform Securities Agent State Law Examination
  2018-07-12

Other Names

• Akseli Tapani Merenluoto
• Aj Derzon