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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-01-10 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
2 disclosure categories 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 Life Insurance Company | Beachwood | OH | 01/2008 | Present |
| Park Avenue Securities | Beachwood | OH | 02/2012 | Present |
1. City Club of Cleveland Programming Committee, Start: 1/15/2015, Address: 850 Euclid Ave Cleveland, Oh. 44114, 1 Non bus hr per month, Not investment related, 2. Voting location deputy, Start: 11/06/2018, Address: 2930 Prospect Ave; Cleveland, OH, 2 total hrs per month; 2 during securities trading hours, Not investment related, Less than 10% annual compensation, 3) Ohio Medicaid Designation of Authorized Representative for William Joseph Manning III-brother, Start: 10/01/2021, Address: 3812 Mayfield Rd. Cleveland Hts.,Oh.44121 , 4 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 4) East Side Grand Old Party, Start Date: 3/4/2024, Address: 5827 Highland Rd., Highland Hts, OH 44143, 2 total hrs per month; 1 during securities trading hours, Not investment related, No annual compensation, 5. Mayfield Area Chamber of Commerce, Start Date: 6/1/2026, Nature: Professional networking activity, Address: 6150 Parkland Blvd. Ste 100 Mayfield Hts. Oh 44124, Duties: Set policy and plan activities for the Chamber, 4 total hours per month; 0 during securities trading hours, Not investment related,
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