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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-31 |
| UT | RA | APPROVED | 2024-01-31 |
| OH | RA | APPROVED | 2023-09-18 |
Branch Locations
470 Olde Worthington Road Suite 200, Worthington, OH 43082 • United States
Delaware, OH • 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 | 05/2020 | 12/2023 |
| University Of Cincinnati | Delaware | OH | 08/2022 | Present |
| Classic Honda | Streesboro | OH | 05/2020 | 10/2021 |
| Kent State University | Kent | OH | 08/2020 | 05/2022 |
| Student | Aurora | OH | 05/2015 | 05/2020 |
| Oneseven | Beachwood | OH | 01/2024 | Present |
Name of Business: 614 Wealth Architects, LLC, Investment related, Address: Delaware, OH, Nature of Business: LLC to Receive Income, Title: Managing Member, Start date:02/2025, Approx time spent 1/month, Duties: Receive 1099 Income form Advisory Business via LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-09 |
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