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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-10-03 |
| WA | RA | APPROVED | 2022-02-24 |
| CO | RA | APPROVED | 2017-12-13 |
| KY | RA | APPROVED | 2016-08-16 |
| SC | RA | APPROVED | 2016-01-04 |
| PA | RA | APPROVED | 2015-04-27 |
| OH | RA | APPROVED | 2007-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sirak Financial Companies | Canton | OH | 08/2006 | Present |
| Guardian Life Insurance Co | Canton | OH | 08/2006 | Present |
| Park Avenue Securities | Canton | OH | 08/2006 | Present |
1. Insurance producrs offered by insurers other than Guardian- Term, LTC, Fixed Annuities, Start: 10/01/2006, Address: 4700 Dressler Rd. Canton, OH 44718, 5 bus hrs per month, Investment related, 2. Sirak Financial Management, LLC-LLC I created to organize and record-keep my non-W-2 income and related business expenses from Park Avenue Securities, Guardian Insurance & Annuity Company, and other fixed annuity and life insurance business I write., Start: 02/13/2008, Address: 4700 Dressler Rd NW Canton, OH 44718, Not investment related, >10% annual compensation, 3.) Lindsay Morgan Sirak Living Trust DTD 11/13/2008- co-trustee, along with my wife, Lindsay Morgan Sirak, of her revocable grantor trust. , Start: 11/13/2008, Address: 5890 Nicholson Dr, Hudson, OH 44236, 1 total hours per month 0 during securities trading hours, Investment related, No annual compensation, 4. Mark L. Sirak and Marsha C. Sirak Revocable Trust dated 2/18/2020, Start Date: 2/18/2020, Address: 4700 Dressler Rd. NW, Canton, OH 44718, 0 total hours per month; 0 during securities trading hours, Investment related, No annual compensation, 5. Durable General POA - Mark L. Sirak, Start Date: 2/18/2020, Address: 4700 Dressler Rd. NW, Canton, OH 44718, 0 total hours per month; 0 during securities trading hours, Not Investment related, No annual compensation, 6. Durable General POA - Marsha C. Sirak, Start Date: 2/18/2020, Address: 4700 Dressler Rd. NW, Canton, OH 44718, 0 total hours per month; 0 during securities trading hours, Investment related, No annual compensation, 7. Durable POA - Ann Early Morgan, Start Date: 9/26/2023, Address: 5890 Nicholson Dr., Hudson, OH 44236, 1 total hour per month; 0 during securities trading hours, Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-17 |
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