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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-13 |
Branch Locations
101 Alwine Road Suite 210, Saxonburg, PA 16056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olewine Financial Group, Llc D/B/A Olewine Financial Group | Saxonburg | PA | 06/2026 | Present |
| Chowan University | Murfreesboro | NC | 08/2011 | 12/2018 |
| New York Life Insurance Co | Pittsburgh | PA | 03/2019 | Present |
| Nylife Securities Llc | Pittsburgh | PA | 04/2019 | Present |
| College Board | New York | NY | 07/2017 | 09/2019 |
| Edifi Financial | Saxonburg | PA | 05/2023 | Present |
| Eagle Strategies Llc | Saxonburg | PA | 12/2023 | Present |
| Dream Big Wealth Strategies, Llc | Saxonburg | PA | 06/2024 | 06/2026 |
[Ladies Auxiliary to the Butler Township Volunteer Fire District; This organization supports the local department through fundraisers. They also support other local charitable events.; 121 Spark Ave, Butler, PA 16001; Start Date 09/2019; Role/Title: Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours;I am currently operating as VP. In this role, I oversee and organize all of the fundraisers, such as a craft show and farm toy show] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 225 W Station Square Dr, Ste 300, Pittsburgh, PA 15219; Start Date 07/2022; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF EDIFI FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (SAXONBURG, PA); START DATE:(05/2023] [MDRT US Community Leaders; We engage US members of MDRT.; 325 West Touhy Ave, Park Ridge, IL 60068-4265; Start Date 09/2024; Role/Title: Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Golden Tornado Scholastic Foundation; Board member for this foundation. ; 110 Campus Ln., Butler, PA 16001; Start Date 08/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; voting member] [OPERATING UNDER THE DBA NAME OF OLEWINE FINANCIAL GROUP, LLC D/B/A OLEWINE FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; SAXONBURG PA; START DATE: 06/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-15 |
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