DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ONESEVEN
Mansfield, 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 8, 2025 | n/a | yes | Mansfield, MA|BEACHWOOD, OH | Current employment |
| WORLD INVESTMENT ADVISORS, LLC | Other adviser | Jun 28, 2024 | Oct 8, 2025 | no | MOULTONBOROUGH, NH|MANSFIELD, MA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Apr 10, 2018 | Jun 28, 2024 | no | MANSFIELD, 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 | Mar 20, 2006 | Mar 8, 2017 | no | MANSFIELD, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | Oneseven | Oct 8, 2025 | Sep 8, 2025 | -30 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WORLD INVESTMENT ADVISORS, LLC | Jun 28, 2024 | Jun 28, 2024 | 0 | Bulk transfer | Other |
| BOSTON HARBOR WEALTH ADVISORS, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 30, 2018 | Apr 10, 2018 | -203 | 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 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 208512:283087:MA:2025-10-08 | Oct 8, 2025 | Sep 8, 2025 | MANSFIELD, MA | Firm change |
| 282486:149018:MA:2018-10-30 | Oct 30, 2018 | Apr 10, 2018 | ACTON, MA | Firm change after gap |
| 3870:282486:MA:2017-03-08 | Mar 8, 2017 | Feb 23, 2017 | MANSFIELD, MA | Firm change |