Best Investors
Account
Sign in
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-11-02 |
| TX | RA | APPROVED_RES | 2018-11-02 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • 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 |
|---|---|---|---|---|
| Pnc Investments | Cleveland | OH | 11/2009 | 11/2018 |
| Mgo One Seven Llc Dba Carey Dittoe Wealth Management | Beachwood | OH | 11/2018 | Present |
| Auto Racing Alley Ltd | University Hts | OH | 01/1999 | Present |
| International Assets Advisory, Llc | Beachwood | OH | 11/2018 | 12/2020 |
| Fortune Financial Services | Monaca | PA | 03/2021 | Present |
(1. ) INDEPENDENT INSURANCE AGENT; UNIVERSITY HTS, OH; LIFE, NON - INVESTMENT RELATED, LONG TERM CARE AND DISABILITY INSURANCE SALES. NUMBER OF HOURS PER MONTH WILL VARY. SALES OF LIFE, LONG-TERM CARE AND DISABILITY INSURANCE (2.) CAREY DITTOE WEALTH MANAGEMENT OF MGO ONE SEVEN 24400 CHAGRIN BLVD, #200, BEACHWOOD, OH 44122 - dba FOR INVESTMENT BUSINESS - MANAGING DIRECTOR OF INVESTMENTS SINCE 11/2018 - APPROX 40 HRS/MO - FEE BASED COMPENSATION. (3.) Rep is an RIA with MGO One Seven LLC devoting 140 hours per month. Managing Client Investment Portfolios comprising Stocks, Bonds, Mutual Funds, ETF's on an annual fee basis. Perform Research and Portfolio Investment Recommendations to clients along with Financial Planning Services as part of my duties. (4.) C-SQUARED FINANCIAL ADVISORY SERVICE, LLC (USED TO COLLECT FROM FORTUNE FINANCIAL & MGO ONE SEVEN) 24400 CHAGRIN BLVD, #200, BEACHWOOD, OH 44122 - INVESTMENT PORTFOLIO MANAGEMENT SERVICES, FINANCIAL PLANNING - MANAGING DIRECTOR OF INVESTMENTS SINCE 7/2019 - APPROX 130 HRS/MO - SALARY/BONUS ( 5.) FORTUNE FINANCIAL SERVICES, INC.; 03/2021; 24400 CHAGRIN BLVD, #200, BEACHWOOD, OH 44122- INVESTMENT RELATED; REGISTERED REPRESENTATIVE; APPROX. 6 HRS/MONTH, 8 HRS/MONTH/DURING SECURITY TRADING. (6.)1. PRESIDENT AND SOLE OWNER OF AUTO RACING ALLEY, LTD WHICH IS AN INTERNET MERCHANDISE WEB STORE SPECIALIZING IN NASCAR RACING GEAR. THE COMPANY ADDRESS IS 3898 TYNDALL ROAD, SUITE 3, UNIVERSITY HGTS, OH 44118. THE COMPANY WAS FORMED IN 1999. WE MARKET AND SELL RACING GEAR AND CARRY NO INVENTORY. WE HAVE DISTRIBUTORS AND MANUFACTURERS THAT SHIP DIRECT TO OUR CUSTOMERS. I SPEND ABOUT 5 HOURS A WEEK IN THE EVENINGS PROCESSING ORDERS AND UPDATING THE WEBSITE WITH MERCHANDISE OFFERINGS. 0 TIME DURING TRADING HOUR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-17 |
Reach out to this advisor