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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-06-06 |
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 |
|---|---|---|---|---|
| Nylife Securities, Llc | Dublin | OH | 01/2008 | 03/2017 |
| New York Life Insurance Comp. | Dublin | OH | 01/2008 | 03/2017 |
| Guardian Life Insurance Company | Columbus | OH | 04/2017 | Present |
| Park Avenue Securities | Columbus | OH | 05/2017 | Present |
1. Family Trust Trustee-trustee on my dad's family trust, Start: 10/01/2016, Address: 4930 Common Market Place Dublin, OH 43016, 0 hrs per month, Not investment related, 2. USI Broker-insurance broker, Start: 05/01/2019, Address: 8425 Pulsar Place Suite 450; Columbus, OH 43240, 1 non bus hr per month, Investment related, >10% annual compensation, 3) Minerva Financial, LLC-Founder of DBA entity Start: 03/04/2016, Address: 1721 Bethel Rd. Columbus, OH 43220, 0 total hours per month, Not investment related, No annual compensation, 4) OVE Media LLC, Start Date: 1/1/2024, Address: 7480 Whimbrel Lane, Sunbury, OH 43074, 20 total hours per month; 20 during securities trading hours, Not investment related, Less than 10% annual compensation,
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