Michael Scott Cardwell

Current Employers

Employment History

• 04/1997 → Present
  Nylife Securities Inc.
  Dublin, OH
• 05/1997 → Present
  New York Life Insurance Company
  Cincinnati, OH
• 10/2006 → Present
  Cardwell Financial Group, Llc
  Centerville, OH
• 10/2006 → Present
  Cfc Benefits Group, Llc.
  Fairfield, OH
• 06/2021 → Present
  Eagle Wealth Partners Llc D/B/A Lifetime Wealth Partners
  Centerville, OH

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE ;DBA DBACARDWELL FINANCIAL GROUP, LLC and DBA CFC BENEFITS GROUP, LLC; 5112 SANDY LANE , FAIRFIELD, OH 45014; 3 HRS PER MONTH.] [CBR ESTATE INVESTMENTS, LLC; 7956 CLYO ROAD, CENTERVILLE, OH 45459; PART-OWNER; NO TIME/NO MONEY; PURCHASE OF RESIDENTIAL PROPERTIES] [West Lake Village Condominium Association; Non-investment related; West Bank Rd., Celina OH; Vacation Condominiums; Board Member; 2 hour meetings every quarter; General property mangement, make routine business decisions on behalf of the interest of all] [COMPETITIVE EDGE ATHLETICS, INC.; NON-INVESTMENT RELATED; 4640 LYONS RD., MIAMISBURG OH 45342; PARTNER; 10 HOURS/MONTH; VICE PRESIDENT & SECRETARY BOARD OF DIRECTORS] [RENTAL PROPERTY; RENTAL OF CONDO PROPERTY'S; 3756 MAPLE GROVE LN, BEAVERCREEK, OH 45440; PARTNER WITH SPOUSE; RENTAL INCOME; LESS THAN 2 HR/MO, 0 HRS DURING SECURITIES TRADING HOURS; PRIVATE OWNERSHIP OF 2 CONDOS THAT RENT TO IMMEDIATE FAMILY. 1 UNIT IS IN WIFE'S NAME, ONE IS IN MY NAME; GENERAL MAINTANENCE OF PROPERTY AND PROPERTY MANAGEMENT] [OPERATING UNDER THE DBA NAME OF EAGLE WEALTH PARTNERS LLC D/B/A LIFETIME WEALTH PARTNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; PARTNER; CENTERVILLE, OH; START DATE: 06/2021] [Ashland II Condo Association ; Board of Directors. Condo Association Trustees and Governance ; The Ashland II 7129 Lakeridge View Court, Unit 201, Fort Myers, FL 33907 USA ; Start Date 02/2024; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-02
• S63 Uniform Securities Agent State Law Examination
  1997-12-23

Other Names

• Michael S Cardwell