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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 | BEACHWOOD, OH|Cleveland, OH | Current employment |
| WORLD INVESTMENT ADVISORS, LLC | Other adviser | Jun 27, 2024 | Oct 9, 2025 | no | Cleveland, OH | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Feb 2, 2021 | Jun 28, 2024 | no | Cleveland, OH|Westborough, MA|North Chelmsford, MA | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jun 6, 2008 | Feb 3, 2021 | no | HUDSON, OH|BRECKSVILLE, OH|CLEVELAND, OH|HUDSON, OH|AKRON, OH|CLEVELAND, OH | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | n/a | May 6, 2004 | Jun 9, 2008 | no | BRECKSVILLE, OH|INDEPENDENCE, OH|RICHFIELD, 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 27, 2024 | -1 | Bulk transfer | Other |
| MML INVESTORS SERVICES, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 3, 2021 | Feb 2, 2021 | -1 | Firm change | Ibd to ibd |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | MML INVESTORS SERVICES, LLC | Jun 9, 2008 | Jun 6, 2008 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 208512:283087:OH:2025-10-09 | Oct 9, 2025 | Sep 15, 2025 | CLEVELAND, OH | Firm change |
| 10409:149018:OH:2021-02-03 | Feb 3, 2021 | Feb 2, 2021 | CLEVELAND, OH | Firm change |