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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-02 |
| SC | RA | APPROVED | 2018-10-01 |
| OH | RA | APPROVED | 2016-07-01 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Aiken, SC • 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 |
|---|---|---|---|---|
| Oneseven | Beechwood | OH | 07/2016 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2016 | 07/2019 |
| International Assets Advisory, Llc | Beachwood | OH | 07/2019 | 12/2020 |
1)S2N Health, Investment Related. Boston, MA, Equity only position. S2N Health is a Boston-based software and services company that delivers AI-powered commercial intelligence and market insights for medical technology (MedTech) companies. 0 hours spent 2) CENTRAL CONFERENCE OF AMERICAN RABBIS 355 LEXINGTON AVENUE, NEW YORK, NY 10017 - NON-PROFIT PROFESSIONAL ORGANIZATION - MEMBER OF BUDGET AND FINANCE COMMITTEE SINCE 7/2008 - APPROX 2 HRS/MO - NO COMPENSATION 3) 21ST CENTURY MEDICAL TECHNOLOGIES 21 MED TECH, PO BOX 466, HOLLY SPRINGS, NC 27540 - RESEARCH/DEVELOPMENT OF BIOLOGICALLY BASED HEALTH DEVICES - EQUITY INVESTOR SINCE 6/2017 - 0 HRS/MO - NO COMPENSATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-13 |
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