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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-19 |
| NC | RA | APPROVED | 2025-09-03 |
| AL | RA | APPROVED | 2024-08-22 |
| AK | RA | APPROVED | 2024-06-25 |
| LA | RA | APPROVED | 2024-06-12 |
| IL | RA | APPROVED | 2024-04-09 |
| IN | RA | APPROVED | 2023-09-27 |
| VA | RA | APPROVED | 2021-10-12 |
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2020-11-11 |
| MI | RA | APPROVED | 2018-02-02 |
| OR | RA | APPROVED | 2017-05-01 |
| PA | RA | APPROVED | 2017-03-08 |
| AZ | RA | APPROVED | 2017-03-03 |
| NJ | RA | APPROVED | 2016-08-17 |
| FL | RA | APPROVED | 2015-09-14 |
| CA | RA | APPROVED | 2015-02-26 |
| GA | RA | APPROVED | 2013-05-13 |
| CO | RA | APPROVED | 2009-09-30 |
| KY | RA | APPROVED | 2009-02-26 |
| OH | RA | APPROVED | 2004-06-01 |
Branch Locations
8425 Pulsar Place Suite 450, Columbus, OH 43240 • United States
419 Plum Street, Cincinnati, OH 45202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Of America | Worthington | OH | 05/1999 | 03/2018 |
| Park Avenue Securities Llc | Worthington | OH | 07/1999 | 03/2018 |
| Guardian Life Insurance | Columbus | OH | 03/2018 | Present |
| Park Avenue Securities | Columbus | OH | 03/2018 | Present |
1. Consultant and Owner at Retirement Plan Professionals-Consulting to business owners and Key Persons regarding Qualified and Non-Qualified retirement plans,. Start: 07/01/2004, Address: 8425 Pulsar Place, Suite 401 Columbus, OH 43240, 5 total hours per month; 5 during securities trading hours, Not investment related, Less than 10% annual compensation, 2. Practice of Law-I provide some legal services, including consulting on legal documents, consulting regarding estate planning and other legal consulting,. Start: 07/01/2010, Address: 8425 Pulsar Place, Suite 450 Columbus, OH 43240, 1 bus hr per month, Not investment related, 3. SFSP President and Board member-Board member on the SFSP National Foundation Board, Start: 09/30/2018, Address: 3803 West Chester Pike #225 Newtown Square, PA 19073, Hrs per month - Tot/Bus: 5/3, Not investment related, 4. Wyatt & Boord, LLP-The law firm will provide legal services, including tax consultation, estate planning and consulting, Start: 07/01/2014, Address: 8425 Pulsar Place, Suite 450 Columbus, OH 43240, 1 bus hr per month, Not investment related, 5. GA / ownership interest in Lifetime Financial Growth of Central Ohio and LFG of Ohio, LLC-GA with an ownership interest in Lifetime Financial Growth of Central Ohio, LLC and Lifetime Financial Growth of Ohio, LLC, Start: 02/01/2019, Address: 8425 Pulsar Place Suite 450; Columbus, OH 43240, 20 bus hrs per month, Investment related, 6. Executor and trustee for parents' wills and trusts-I am the named executor and trustee for my parents' wills and trusts. , Start: 01/01/2020, Address: 1026 Balmoral Drive, Delaware OH 43015, 1 total hours per month 0 during securities trading hours,, Investment related, 7) Trustee related services for close friend and mentor, Start: 12/01/2021, Address: 1026 Balmoral Drive, Delaware, OH 43015, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 8) Serve as Trustee for immediate family Member , Start: 12/01/2021, Address: 1026 Balmoral Drive Delaware, OH 43015, 1 total hours per month 0 during securities trading hours,, Investment related, No annual compensation, 9) Structured Employee Benefits of Ohio / LFG Benefits-minority partner, employee benefits organization, specializing in group and health insurance for small-mid size employers, Start: 01/01/2023, Address: 815 Grandview Avenue #200 Columbus, Ohio 43215, 4 total hours per month; 0 during securities trading hours,, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
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