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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 | 2014-02-18 |
| OH | RA | APPROVED | 2006-06-09 |
Branch Locations
801 E Washington Street Suite 210, Medina, OH 44256 • 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 |
|---|---|---|---|---|
| New York Life Insurance Company | Seven Hills | OH | 07/2002 | Present |
| Bankers Life & Casualty Co. | Westlake | OH | 07/1996 | Present |
| Nylife Securities Inc | Seven Hills | OH | 07/2002 | Present |
| Brokerage | Seven Hills | OH | 08/2004 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; Investment related; 2 hours per month; start date 6/2004]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-21 |
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