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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-29 |
Branch Locations
6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Independence | OH | 06/2021 | 02/2023 |
| Allstate Financial Services, Llc | Lincoln | NE | 05/2023 | 07/2024 |
| Mml Investors Services, Llc | Cleveland | OH | 10/2024 | 01/2026 |
| Massmutual Life Insurance Co | Cleveland | OH | 09/2024 | 01/2026 |
| Electronic Systems Consultants | Columbus | OH | 01/2016 | 08/2019 |
| Amazon Flex | Solon | OH | 09/2019 | Present |
| Lyft | Sunbury | OH | 08/2019 | 04/2020 |
| Uber | Sunbury | OH | 08/2019 | 04/2020 |
| The Good Feet Store | Woodmere | OH | 02/2023 | 05/2023 |
| Equitable Advisors, Llc. | New York | NY | 01/2026 | Present |
1) AMAZON FLEX - INV REL: N - SOLON, OH - DRIVER - 09/2019 - 10 HR/MO. 2) CONNECTED CLEVELAND,LLC - INV REL: Y - BEACHWOOD, OH - PRESIDENT, OWNER - 01/2023 - 5HR/MO. 3) DESTINATION GEAUGA - INV REL: Y - NEWBURY, OH - BOARD MEMBER - 06/2025 - 5HR/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-30 |
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