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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-03-25 |
Branch Locations
36 South Franklin Street, Chagrin Falls, OH 44022 • 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 |
|---|---|---|---|---|
| We Are One Seven, Llc | Beachwood | OH | 07/2017 | 05/2019 |
| General Mills Company | Minneapolis | MN | 06/2014 | 06/2017 |
| Stratos Wealth Advisors, Llc | Beachwood | OH | 07/2019 | 03/2020 |
| Mgo One Seven Llc Dba Mb Wealth Management Group | Beachwood | OH | 03/2020 | Present |
| Savviher | Beachwood | OH | 11/2018 | Present |
11/2018 Savviher- 3750 Park East Dr., Beachwood, OH; SEC/Founder; Financial Marketing Services for Women; investment related; managing day to day responsibilities marketing content creation; spends approximately 30% of professional time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-16 |
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