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MK

Michael Koziashvily

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CRD#: 7949376
MK
Michael Koziashvily

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Koziashvily was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2024. Michael had worked at 1 firm and has passed the Series 65, SIE and Series 3 exams.

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
TRADING UNLIMITED; NON-INVESTMENT RELATED; ONLINE AMAZON STORE; 05/2024; POSTING OF THE DEALS/PRODUCTS, MANAGING ALL ORDERS, PRICING AND CUSTOMER RELATIONS WITH BUYERS WITH QUESTIONS AND RETURNS; THIS IS A FULL TIME POSITION.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 7, 2024 - May 28, 2026

B1 FINANCIAL

RIA
CRD#: 323539
AVENTURA, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


What does exam status mean?
State Security Law Exam
PR
Series 65
Status Unavailable
Passed: 3/31/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
SIE
Status Unavailable
Passed: 6/12/2021
Securities Industry Essentials Examination
General Industry/Product Exam
Series 3
Status Unavailable
Passed: 5/29/2021
National Commodity Futures Examination

Current Firm


BF
B1 FINANCIAL
B ONE MANAGEMENT LLC | MASTERMIND FAMILY OFFICE | B1 FINANCIAL

CRD#: 323539 / SEC#:

California
Registered Investment Advisory firm - (8/13/2026 Approved)
Florida
Registered Investment Advisory firm - (3/29/2023 Approved)
New Mexico
Registered Investment Advisory firm - (2/6/2026 Approved)
New York
Registered Investment Advisory firm - (5/26/2026 Approved)
Ohio
Registered Investment Advisory firm - (9/16/2026 Approved)
Texas
Registered Investment Advisory firm - (5/14/2026 Conditional Restricted)
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Contact information


Main Address
19505 Biscayne Blvd Suite 2350, Aventura, FL 33180
Mailing Address
Phone number
(954) 736-4699
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts72
AUM (Assets Under Management)$ 39,729,986

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


B1 FINANCIAL

CRD#: 323539

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