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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-01-29 |
| OH | RA | APPROVED | 2015-05-28 |
Branch Locations
8425 Pulsar Place Suite 450, Columbus, OH 43240 • 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 |
|---|---|---|---|---|
| Guardian | Deblin | OH | 05/2015 | Present |
| Park Ave Secruities | Dublin | OH | 05/2015 | Present |
1. Insurance other than Guardian-If another carrier is more suitable for the client, I will sell that carrier's product, Start: 05/21/2015, Address: 8425 Pulsar Place; STE 450 Columbus, OH 43240, Hrs per month - Tot/Bus: 2/1, Investment related, 2) DBA-The DBA is Legacy Wealth Strategies, LLC, Start: 09/12/2022, Address: 8425 Pulsar Place STE 450 Columbus OHIO 43240, 10 total hours per month; 6 during securities trading hours, Not investment related, Less than 10% annual compensation, 3) OhioHealth Foundation Executive Committee, Start Date: 8/30/2023, Address: 7500 Hospital Dr., Dublin, OH 43016, 1 total hour per month; 1 during securities trading hours, Investment Related, No Annual Compensation, 4) Tee Up For Tomorrow-Officer, Nature of Business: Non-profit, Start date: 09/02/2025, Address: 8425 Pulsar Place Columbus, Ohio 43240, Duties: Insurance other than Guardian 2 total hours per month; 2 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-29 |
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