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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joe Mersol Financial Solutions | New Middletown | OH | 06/2015 | 06/2017 |
| John Carroll University | University Heights | OH | 08/2013 | 05/2017 |
| New York Life Insurance Company | Independence | OH | 06/2017 | Present |
| Nylife Securities Llc | Independence | OH | 01/2018 | Present |
| Mersol Financial Solutions Llc | Poland | OH | 06/2019 | Present |
| Eagle Strategiies Llc | Poland | OH | 05/2023 | Present |
[OPERATING UNDER THE DBA NAME OF MERSOL FINANCIAL SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; POLAND, OH; START DATE: 06/2019] [YourParanormal; YourParanormal will be a "brand" on instagram/FB/Twitter/Youtube/LinkedIn/podcasts and it's going to show people how to get started paranormal investigating. There's no products or services, just to build a brand/audience and help people; 2851 Grandview Blvd Canfield Ohio 44406; Start Date 07/2019; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 33 Sheridan Rd. Suite A. Poland Ohio 44514; Start Date 08/2022; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-16 |
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