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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-21 |
| OH | RA | APPROVED | 2023-03-27 |
Branch Locations
4942 Higbee Avenue Nw Suite K, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Seven Hills | OH | 10/2001 | Present |
| Knott Brake Company | Medina | OH | 09/1996 | Present |
| William A. Hardy Financial Group | Canton | OH | 03/2007 | 11/2023 |
| Eagle Strategies Llc | Canton | OH | 03/2023 | Present |
| Insight Financial Associates | Canton | OH | 10/2023 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products ; 4942 Higbee Ave NW, Ste. K, Canton OH 44720; Start Date 05/2024; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Girl Scouts; Troop Administrator- assist troop leader with troop activities such as group meetings, chaperoning, and cookie sales.; Hillcrest Elementary School, 3080 Revere Road, Richfield, OH 44286; Start Date 12/2017; Role/Title: Volunteer; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours] [Beta Psi Beta Alumnae Chapter; Vice President. Board member of social/philanthropic group which supports local undergraduate/collegiate chapter of Alpha Chi Omega. ; 1972 Clark Ave, Alliance, OH 44601; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; Will participate in social, fundraising, and philanthropic events] [Lady Fay Finds ; Etsy Shop shared with one of my daughters. https://ladyfayfinds.etsy.com; 2788 Goldleaf Dr, Akron OH 44333 ; Start Date 01/2023; Role/Title: Partner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Assist daughter with reprints of her art for sale. Listing vintage items we no longer wish to keep.] [OPERATING UNDER THE DBA NAME OF INSIGHT FINANCIAL ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (CANTON, OH); START DATE: 10/2023][Resale ; Facebook marketplace sales in lieu of garage sale items ; 4942 Higbee Ave NW, Ste K, Canton OH 44718; Start Date 05/2025; Role/Title: Owner; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-29 |
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