Best Investors
Account
Sign in
Best Investors
Account
Sign in
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED | 2025-09-15 |
Branch Locations
2525 Market Ave, Cleveland, OH 44113 • 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 |
|---|---|---|---|---|
| Mass Mutual Life | Cleveland | OH | 11/2006 | 02/2021 |
| Mml Investors Services | Cleveland | OH | 11/2006 | 02/2021 |
| Raymond James Financial Services, Inc. | Cleveland | OH | 02/2021 | 09/2025 |
| Raymond James Financial Services Advisors, Inc. | Cleveland | OH | 02/2021 | 06/2024 |
| Onpoint Wealth Partners, Llc | Cleveland | OH | 02/2021 | 06/2024 |
| Boston Harbor Wealth Advisors | Cleveland | OH | 02/2021 | 09/2025 |
| World Investments, Inc. | Lincroft | NJ | 06/2024 | 09/2025 |
| World Investment Advisors, Formerly Pensionmark Financial | Santa Barbara | CA | 06/2024 | 09/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
| Oneseven D/B/A Onpoint Wealth Partners | Cleveland | OH | 09/2025 | Present |
| Mml Investors Services | Cleveland | OH | 11/2006 | 02/2021 |
1. MGO OneSeven d/b/a OnPoint Wealth Partners. Investment related. At registered location. RIA. Financial advisor. Start date: 08/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/traditional insurance. Agent. Start date: 08/2025. 160 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Kent State University Finance Dept. Not investment related. Kent State University, Kent, OH 44240. Board of Directors. Board Member. Start date: 01/2019. 1 hr/month; none during trading hours. I work with the Department of Finance to help drive student engagement and further the mission of the college. 4. OnPoint Wealth Partners, LLC. Investment related. At registered location. Independent insurance agency. Owner. Start date: 02/2021. 10 hrs/month; all during trading hours. As part of our full-service planning, we also help clients with Life, Disability and Long-Term Care Insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-11-09 |
Reach out to this advisor