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Advisor at ONESEVEN
BEACHWOOD, OH | Sharon, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Oneseven | Independent wealth | May 30, 2025 | n/a | yes | BEACHWOOD, OH|Sharon, PA | Current employment |
| B. RILEY WEALTH ADVISORS, INC. | Bd affiliated wealth | Sep 13, 2020 | Jun 24, 2025 | no | SHARON, PA | Previous registration |
| UNITED ADVISORS SERVICES, LLC | Former SEC adviser | Jun 20, 2016 | Sep 17, 2020 | no | Sharon, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Dec 7, 2011 | Jun 27, 2016 | no | COLUMBUS, OH|SHARON, PA | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | May 2, 2003 | Jan 8, 2010 | no | HERMITAGE, PA|NEW CASTLE, PA|MERCER, PA|GROVE CITY, PA|HERMITAGE, PA|MEADVILLE, PA|MEADVILLE, PA|OIL CITY, PA|SENECA, PA|OIL CITY, PA|SLIPPERY ROCK, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B. RILEY WEALTH ADVISORS, INC. | Oneseven | Jun 24, 2025 | May 30, 2025 | -25 | Firm change | Ibd to RIA |
| UNITED ADVISORS SERVICES, LLC | B. RILEY WEALTH ADVISORS, INC. | Sep 17, 2020 | Sep 13, 2020 | -4 | Firm change | RIA to ibd |
| PNC WEALTH MANAGEMENT | UNITED ADVISORS SERVICES, LLC | Jun 27, 2016 | Jun 20, 2016 | -7 | Firm change | Other |
| CITIZENS SECURITIES, INC. | PNC WEALTH MANAGEMENT | Jan 8, 2010 | Dec 7, 2011 | 698 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 115927:283087:PA:2025-06-24 | Jun 24, 2025 | May 30, 2025 | SHARON, PA | Firm change |
| 150080:115927:PA:2020-09-17 | Sep 17, 2020 | Sep 13, 2020 | SHARON, PA | Firm change |