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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-27
OH RA APPROVED 2012-06-29
  • TX RA
    APPROVED_RES
    Since 2023-11-27
  • OH RA
    APPROVED
    Since 2012-06-29

Branch Locations

7965 North High Street, Suite 150, Columbus, OH 43235 • United States

Concord Township, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Verdi Group Independence OH 08/2012 Present
Voya Financial Advisors Independence OH 09/2014 Present
The Verdi Group Independence OH 08/2012 Present
  • 08/2012 → Present
    The Verdi Group
    Independence, OH
  • 09/2014 → Present
    Voya Financial Advisors
    Independence, OH
  • 08/2012 → Present
    The Verdi Group
    Independence, OH
Other Businesses

NAME OF ENTITY:The Verdi Group; Yes; 6450 ROCKSIDE WOOD BLVD S STE 100; INDEPENDENCE; OH; 44131; DBA; associate; 8/15/2012; 160; 160; marketing entity for the sales and service of financial services products| NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 6450 ROCKSIDE WOOD BLVD S STE 100; INDEPENDENCE; OH; 44131; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/25/2012; 8; 4; SALE OF FIXED INSURANCE PRODUCTS| CORNERSTONE CHRISTIAN ACADEMY POSITION: Trustee NATURE: Board of Trustees position at the school INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 2846 Som Center Rd, Willoughby Hills OH 44094, United States DESCRIPTION: Strategic planning for the school INDEPENDENT INSURANCE AGENT POSITION: INDEPENDENT INSURANCE AGENT NATURE: FIXED INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 07/25/2012 ADDRESS: 6100 Oak Tree Blvd, Independence OH 44131, United States DESCRIPTION: SALE OF FIXED INSURANCE PRODUCTS THE VERDI GROUP POSITION: associate NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/15/2012 ADDRESS: 6100 Oak Tree Blvd, Independence OH 44131, United States DESCRIPTION: marketing entity for the sales and service of financial services products CORNERSTONE CHRISTIAN ACADEMY POSITION: Treasurer NATURE: The Treasurer oversees the funds and securities of the Corporation and participates in all matters involving finance. The treasurer signs form 990 each year INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2026 ADDRESS: 2846 Som Center Rd, Willoughby Hills OH 44094, United States DESCRIPTION: The Treasurer helps the board oversee the school's finances. We have a Finance Director that write's checks, disperses cash, ect. The Treasurer does not perform any of the duties related to handling the money of the school.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-29
  • S66 Uniform Combined State Law Examination
    2012-05-29

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