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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-05-20 |
| IN | RA | APPROVED | 2026-05-20 |
| OH | RA | APPROVED | 2016-01-11 |
Branch Locations
8425 Pulsar Place Suite 450, Columbus, OH 43240 • United States
Lancaster, OH • United States
125 W. Wheeling St, Lancaster, OH 43130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Lancaster | OH | 11/2015 | 03/2017 |
| Park Avenue Securities Llc | Lancaster | OH | 01/2016 | 03/2017 |
| Guardian Life Insurance | Lancaster | OH | 04/2017 | Present |
| Park Avenue Securities | Lancaster | OH | 04/2017 | Present |
1. Insurance (Commission), Start: 10/01/2017, Address: 125 W Wheeling St Lancaster, OH 43130, 5 bus hrs per month, Investment related, 2. BCR Financial, LLC, Start: 03/15/2016, Address: 125 W Wheeling St. Lancaster, OH 43130, 0 hrs per month, Investment related, 3. President of Fashion and Vanity Cleaners, Inc., Start: 12/07/2018, Address: 1145 N. Memorial Drive Lancaster, OH 43130, Hrs per month - tot/bus: 40/20, Not investment related, 4) The Roach Family Trust-trustee for parents, Start: 09/25/2015, Address: 1846 Northshire Dr. Lancaster, OH 43130, 1 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation, 5) Lancaster-Sherman Rotary BOD, Start Date: 11/1/2024, Address: PO Box 1226, Lancaster, OH 43130, 8 total hour per month; 4 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-18 |
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