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Beachwood, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2015 | 01/2017 |
| Northwestern Mutual Investment Services Llc | Milwaukee | WI | 08/2016 | 01/2017 |
| Mutual Of America Life Insurance Company | Milwaukee | WI | 02/2017 | 11/2020 |
| Mutual Of America Securities Llc | Milwaukee | WI | 01/2017 | 03/2022 |
| Taub Investment Planning Services, Llc | Cleveland | OH | 10/2022 | Present |
| Physicians Financial Services | Omaha | NE | 04/2022 | 02/2023 |
| Mdrn Capital Llc | Beachwood | OH | 07/2023 | Present |
1) Taub Investment Planning Services, LLC; Yes; Beachwood, OH; RIA; Financial Adviser; Owner; 10/2022; 25 hours per month; Is an IAR and the Owner of the Registered Investment Advisor, Taub Investment Planning Services, LLC. 2) Insurance Sales; Same Address; Investment Related; Appx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-29 |
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