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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-11 |
| NC | RA | APPROVED | 2025-01-14 |
| MO | RA | APPROVED | 2024-09-23 |
| SC | RA | APPROVED | 2024-08-19 |
| IL | RA | APPROVED | 2024-04-22 |
| WA | RA | APPROVED | 2024-02-28 |
| PA | RA | APPROVED | 2023-09-06 |
| IN | RA | APPROVED | 2023-08-21 |
| FL | RA | APPROVED | 2023-01-19 |
| KY | RA | APPROVED | 2022-07-22 |
| MI | RA | APPROVED | 2022-03-23 |
| WY | RA | APPROVED | 2021-05-15 |
| OH | RA | APPROVED | 2019-09-13 |
Branch Locations
8425 Pulsar Place Suite 450, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Columbus | OH | 09/2018 | Present |
| Bank Of America | Westerville | OH | 06/2016 | 09/2018 |
| Park Avenue Securities, Llc | Columbus | OH | 08/2019 | Present |
1. Tennis Instructor-I give tennis lessons to people of all ages and abilities., Start: 10/05/2012, Address: The Players Club 3333 Mill Meadow Dr. Hilliard, OH 43026, 10 non bus hrs per month, Not investment related, 2. Meade Sieker LLC.- LLC, Start: 01/01/2017, Address: 705 Waybaugh Dr. Gahanna, OH 43230, 0 total hours per month 0 during securities trading hours, Not investment related, 3. DBA - Legacy Wealth Strategies, LLC, Start Date: 7/11/2023, Address: 8425 Pulsar Place, Ste. 450, Columbus, OH 43240, 10 total hours per month; 0 during securities trading hours, Investment Related, Less than 10% annual compensation, 4. BG Family LLC, Start Date: 8/14/2023, Address: 7302 New Albany Liks Dr., New Albany, OH 43054, 1 total hour per month; 0 during securities trading hours, Investment Related, More than 10% annual compensation, 5. Ash Brokerage-Insurance outside of Guardian, Start Date: 8/1/2025, Address: 8425 Pulsar Place Columbus, OH 43240, 2 total hours per month; 0 during securities trading hours, Investment Related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-06 |
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