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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-22 |
| OH | RA | APPROVED | 2007-06-12 |
Branch Locations
Chesterland, OH • United States
6100 Oak Tree Blvd Ste 300, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Seven Hills | OH | 04/2000 | Present |
| Lori L. Kaplan, Clu Insurance & Financial Services | Beachwood | OH | 12/2007 | 09/2022 |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;3601 Green Road Suite 206 Beachwood OH 44122; Start Date 05/2019; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Juice Plus +; MLM providing subscription nutritional supplements to consumers; 12823 Cherry Lane Chesterland OH 44026; Start Date 08/2024; Role/Title: Independent Contractor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][CONGA Chapter of BNI; Group of individuals in different industries that gather weekly to promote and refer businesses; 12823 Cherry Lane Chesterland OH 44026; Start Date 08/2024; Role/Title: Officer; Not Investment Related; 10 hours per month; 10 hours per month during securities trading hours; Secretary/Treasurer for organization]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-26 |
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