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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-08 |
| TX | RA | APPROVED_RES | 2024-10-15 |
| NV | RA | APPROVED | 2024-07-23 |
Branch Locations
9115Fm 723 Rd Ste 550 #2216, Richmond, TX 77406 • 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Las Vegas | NV | 02/2017 | 05/2018 |
| World Financial Group, Inc. | Las Vegas | NV | 04/2016 | 05/2018 |
| Cypher Consulting Llc | Las Vegas | NV | 12/2015 | Present |
| Various Insurance Carriers With Supreme Alliance Llc | Las Vegas | NV | 05/2018 | 04/2021 |
| Ileverage | Millbrae | CA | 06/2018 | Present |
| Ileverage Financial | Las Vegas | NV | 07/2021 | Present |
| 423 Productions, Llc | Dothan | AL | 11/2019 | Present |
| Oneseven | Beachwood | OH | 05/2024 | Present |
| Nexus Investments, | Las Vegas | NV | 10/2023 | Present |
| Global Asset Management Group | Las Vegas | NV | 08/2021 | 03/2024 |
1. Insurance Agent for various Carriers, with iLeverage LLC. Not investment related. 475 South El Camino Real, Millbrae, CA 94030, 650.900.6227 06/2018, 20 hours, rarely during trading hours. 2.CYPHER CONSULTING LLC/Investment Related - No/2620 Regatta Drive, Suite 102 Las Vegas, NV 89128/702-626-0669/PRIVATE INVESTIGATION, SURVEILLANCE/OWNER/09.2015/40/20/MARKETING, CLIENT CONTACT AND CONSULTATION 3.423 Productions, LLC. Not investment related. Music event creation/promotion and artist management. Investment partner not involved in day to day operations. 10hrs per month, none in trading window. 4.Sanctuary Gaming and Collectibles/Not Investment Related- Richmond TX, 20 hours/week outside of trading hrs. Buys & Sells collectible and premium items that are desired by collectors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-06 |
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