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Advisor at ONESEVEN
Cleveland, OH | BEACHWOOD, OH
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 | Sep 15, 2025 | n/a | yes | Cleveland, OH|BEACHWOOD, OH | Current employment |
| WORLD INVESTMENT ADVISORS, LLC | Other adviser | Jun 28, 2024 | Oct 9, 2025 | no | CLEVELAND, OH | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 4, 2022 | Jun 28, 2024 | no | Cleveland, OH | Previous registration |
| EDWARD JONES | National bd RIA | Nov 22, 2019 | Jan 7, 2020 | no | FAIRLAWN, OH | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 22, 2015 | Nov 27, 2019 | no | MUNROE FALLS, OH|CUYAHOGA FALLS, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 30, 2013 | Jan 6, 2015 | no | STOW, OH|STOW, OH|KENT, OH|TALLMADGE, OH | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Sep 21, 2012 | Sep 25, 2013 | no | STOW, OH|STOW, OH|AKRON, OH|STREETSBORO, OH|STOW, OH|HUDSON, OH | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Dec 12, 2008 | Sep 13, 2012 | no | AKRON, OH|UNIONTOWN, OH | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 16, 2007 | Dec 1, 2008 | no | HUDSON, OH | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Jan 27, 2006 | Jan 25, 2007 | no | FAIRLAWN, OH|FAIRLAWN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | Oneseven | Oct 9, 2025 | Sep 15, 2025 | -24 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WORLD INVESTMENT ADVISORS, LLC | Jun 28, 2024 | Jun 28, 2024 | 0 | Bulk transfer | Other |
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 7, 2020 | Nov 4, 2022 | 1,032 | Firm change after gap | Ibd to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | EDWARD JONES | Nov 27, 2019 | Nov 22, 2019 | -5 | Firm change | Ibd to ibd |
| LPL FINANCIAL LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 6, 2015 | Jan 22, 2015 | 16 | Firm change | Other |
| CITIZENS SECURITIES, INC. | LPL FINANCIAL LLC | Sep 25, 2013 | Sep 30, 2013 | 5 | Firm change | Other |
| CHASE INVESTMENT SERVICES CORP. | CITIZENS SECURITIES, INC. | Sep 13, 2012 | Sep 21, 2012 | 8 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | CHASE INVESTMENT SERVICES CORP. | Dec 1, 2008 | Dec 12, 2008 | 11 | Firm change | Other |
| A. G. EDWARDS & SONS, INC. | MML INVESTORS SERVICES, LLC | Jan 25, 2007 | Mar 16, 2007 | 50 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 208512:283087:OH:2025-10-09 | Oct 9, 2025 | Sep 15, 2025 | CLEVELAND, OH | Firm change |