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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Top Global Financial Advisors | Katy | TX | 12/2012 | 11/2016 |
| Wealthcreate Insurance & Financial | Houston | TX | 09/2016 | Present |
| 212 Advisory Group, Llc | Covington | GA | 12/2017 | 08/2018 |
| Baron Financial Advisers, Llc | Spring | TX | 08/2018 | 01/2021 |
| Mgo One Seven Llc Dba Studemont Group | Beachwood | OH | 01/2021 | Present |
1) Wealth Create Insurance & Financial LLC created 9/14/2016. investment related. sole owner/insurance agent/director. 23319 Sawmill Cross Ln Spring, TX 77373. spends appx 160 hrs/mth. 2) 2013 Independent Licensed Insurance Agent; Investment Related; Life, Health, Property & Casualty- Utah, California, Texas & Oklahoma Licensed 3) 2021 Financial Planning Association of Houston; Investment Related; President/Volunteer; 1290 Broadway, Suite 1625, Denver, CO; Professional Association (financial planning) ; Approx. 5 % of time spent; professional development group for financial planners in the area 4) 12/2016 WealthCreate LLC; Member; Non - Investment Related; 460 wildwood Forest Dr., Suite 110, Spring TX; College Planning/Technology Advisory/Property & Casualty; 5 Hours/Month; 0 Hours during trading hours; Providing college planning guidance and workshops; providing website, CRM, and other technological advisory; advising and/or selling property and casualty policies in Texas
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-17 |
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