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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-29 |
Branch Locations
6100 Oak Tree Blvd Suite 300, Independence, OH 44131 • United States
30650 Pinetree Rd Ste 20, Pepper Pike, OH 44124 • 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 | 01/2002 | Present |
| Nylife Securities Llc | Seven Hills | OH | 05/2003 | Present |
| Andrews Financial Group | Seven Hills | OH | 12/2007 | 08/2018 |
| Pizza Hut | Hudson | OH | 02/2020 | 02/2021 |
| Mark Petro And Associates, Inc. | Independence | OH | 10/2020 | 06/2022 |
| Mpa Benefits, Inc. | Independence | OH | 12/2022 | 11/2025 |
| Eagle Strategies Llc | Pepper Pike | OH | 10/2025 | Present |
| Leichner Financial Group, Inc | Pepper Pike | OH | 11/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 30650 Pinetree Rd, Ste 20 Pepper Pike, OH 44124; Start Date 11/2025; Role/Title: Insurance Broker; Investment Related; 70 hours per month; 70 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LEICHNER FINANCIAL GROUP INC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (PEPPER PIKE, OH); START DATE: 11/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-04 |
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