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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-17 |
| CT | RA | APPROVED | 2025-02-05 |
| MD | RA | APPROVED | 2025-02-05 |
| IN | RA | APPROVED | 2025-01-09 |
| AZ | RA | APPROVED | 2024-06-24 |
| WA | RA | APPROVED | 2023-09-22 |
| PA | RA | APPROVED | 2023-09-06 |
| GA | RA | APPROVED | 2023-08-07 |
| IL | RA | APPROVED | 2023-07-13 |
| MO | RA | APPROVED | 2023-01-18 |
| NY | RA | APPROVED | 2023-01-18 |
| OR | RA | APPROVED | 2022-09-09 |
| CO | RA | APPROVED | 2022-08-17 |
| CA | RA | APPROVED | 2022-05-24 |
| KY | RA | APPROVED | 2021-07-22 |
| NC | RA | APPROVED | 2021-07-22 |
| OH | RA | APPROVED | 2021-07-22 |
Branch Locations
419 Plum Street, Cincinnati, OH 45202 • United States
8549 Montgomery Road Suite 100, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Cincinnati | OH | 08/2020 | Present |
| The College Of Wooster | Wooster | OH | 08/2019 | 06/2020 |
| The College Of Wooster | Wooster | OH | 05/2019 | 08/2019 |
| The College Of Wooster | Wooster | OH | 08/2017 | 05/2019 |
| Roll On In | Lebanon | OH | 05/2017 | 08/2017 |
| The College Of Wooster | Wooster | OH | 08/2016 | 05/2017 |
| Lifetime Financial Growth | Cincinnati | OH | 06/2020 | 08/2020 |
| Park Avenue Securities | Cincinnati | OH | 04/2021 | Present |
1. Fixed Insurance Brokerage, Start Date: 1/1/2024, Address: 419 Plum St., Cincinnati, OH 45202 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-25 |
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