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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-08-26 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Cleveland | OH | 04/2008 | 04/2019 |
| Park Avenue Securities | Cleveland | OH | 04/2008 | 04/2019 |
| Guardian Life Insurance Company | Independence | OH | 04/2019 | 07/2026 |
| Park Avenue Securities | Independence | OH | 04/2019 | 07/2026 |
| Guardian Life Insurance Company | Beachwood | OH | 06/2024 | Present |
| Park Avenue Securities | Beachwood | OH | 06/2024 | Present |
1. Author-Wrote a book that was be published and released in May, 2019. It deals with personal finance for young couples, Start: 01/04/2019, Address: 36810 Tail Feather Drive, North Ridgeville, Ohio 44039, 10 hours per month - 1 during securities trading hours, Not investment related, Less than 10% annual compensation, 2. Insurance products other than those offered through Guardian, Start: 01/01/2020, Address: 7100 E. Pleasant Valley Rd., Suite 350 Independence, OH 44131, 1 hours per month - 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-10-08 |
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