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Advisor at ONESEVEN
Beverly, MA | 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 17, 2025 | n/a | yes | BEACHWOOD, OH|Beverly, MA | Current employment |
| WORLD INVESTMENT ADVISORS, LLC | Other adviser | Jul 3, 2024 | Oct 8, 2025 | no | Manchester-by-the-Sea, MA|BEVERLY, MA|Beverly, MA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 7, 2018 | Jun 28, 2024 | no | BEVERLY, MA | Previous registration |
| BOSTON HARBOR WEALTH ADVISORS, LLC | Former SEC adviser | Feb 23, 2017 | Oct 30, 2018 | no | ACTON, MA | Previous registration |
| OSAIC FS, INC. | Former SEC adviser | Dec 14, 2010 | Mar 8, 2017 | no | BEVERLY, MA | Previous registration |
| HAMILTON FINANCIAL INC. | n/a | Aug 30, 2004 | Mar 29, 2011 | no | BEVERLY, MA|SOUTH HAMILTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | Oneseven | Oct 8, 2025 | Sep 17, 2025 | -21 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WORLD INVESTMENT ADVISORS, LLC | Jun 28, 2024 | Jul 3, 2024 | 5 | Bulk transfer | Other |
| BOSTON HARBOR WEALTH ADVISORS, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 30, 2018 | Mar 7, 2018 | -237 | Firm change after gap | RIA to ibd |
| OSAIC FS, INC. | BOSTON HARBOR WEALTH ADVISORS, LLC | Mar 8, 2017 | Feb 23, 2017 | -13 | Firm change | Other |
| HAMILTON FINANCIAL INC. | OSAIC FS, INC. | Mar 29, 2011 | Dec 14, 2010 | -105 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 208512:283087:MA:2025-10-08 | Oct 8, 2025 | Sep 17, 2025 | BEVERLY, MA | Firm change |
| 282486:149018:MA:2018-10-30 | Oct 30, 2018 | Mar 7, 2018 | ACTON, MA | Firm change after gap |
| 3870:282486:MA:2017-03-08 | Mar 8, 2017 | Feb 23, 2017 | BEVERLY, MA | Firm change |