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Advisor at ONESEVEN
Warren, PA | 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 | May 30, 2025 | n/a | yes | Warren, PA|BEACHWOOD, OH | Current employment |
| B. RILEY WEALTH ADVISORS, INC. | Bd affiliated wealth | Sep 13, 2020 | Jun 24, 2025 | no | Warren, PA|Warren, PA | Previous registration |
| UNITED ADVISORS SERVICES, LLC | Former SEC adviser | Aug 28, 2017 | Sep 17, 2020 | no | Sharon, PA | Previous registration |
| NORTHWEST ADVISORS, INC. | Former SEC adviser | Jan 14, 2013 | Aug 30, 2017 | no | WARREN, PA|WARREN, 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 |
| NORTHWEST ADVISORS, INC. | UNITED ADVISORS SERVICES, LLC | Aug 30, 2017 | Aug 28, 2017 | -2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 115927:283087:PA:2025-06-24 | Jun 24, 2025 | May 30, 2025 | WARREN, PA | Firm change |
| 150080:115927:PA:2020-09-17 | Sep 17, 2020 | Sep 13, 2020 | SHARON, PA | Firm change |