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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-02 |
| UT | RA | APPROVED | 2017-01-04 |
| OH | RA | APPROVED | 2016-07-01 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
136 Heber Ave Suite 203-4, Park City, UT 84060 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2016 | 07/2019 |
| Mgo One Seven Llc Dba Rosehaven Family Office | Park City | UT | 06/2016 | Present |
| International Assets Advisory, Llc | Park City | UT | 07/2019 | 10/2020 |
1) JEWISH FEDERATION OF UTAH 2 N. MEDICAL DRIVE, SALT LAKE CITY, UT 84113 - NON-PROFIT RELIGIOUS ORGANIZATION - BOARD MEMBER SINCE 4/2019 - APPROX 2 HRS/MO - NO COMPENSATION 2) PEOPLES HEALTH CLINIC 650 ROUND VALLEY DRIVE, PARK CITY, UT 84060 - NON-PROFIT FREE CLINIC - BOARD MEMBER SINCE 1/2017 - APPROX 3 HRS/MO - NO COMPENSATION 3) BRUCE GREENWALD 2760 RASMUSSEN ROAD, SUITE D-202, PARK CITY, UTAH 84098 - INSURANCE SPECIALIST INTRODUCTIONS SINCE 7/2019 - APPROX 5 HRS/MO - COMMISSIONS 4) Rosehaven Family Office 1375 DEER VALLEY DRIVE, SUITE 219, PARK CITY, UT 84060 - PRIVATE LABEL ENTITY FOR PRIVATE WEALTH MANAGEMENT BUSINESS - MANAGING DIRECTOR SINCE 10/2022 - APPROX 40 HRS/MO - FEES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-03 |
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