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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-16 |
| NY | RA | APPROVED | 2025-03-17 |
| OH | RA | APPROVED | 2025-01-06 |
| AZ | RA | APPROVED | 2024-12-26 |
| MI | RA | APPROVED | 2024-11-25 |
| CO | RA | APPROVED | 2024-04-08 |
| FL | RA | APPROVED | 2024-01-31 |
| VA | RA | APPROVED | 2023-10-19 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio State University | Columbus | OH | 08/2015 | 12/2019 |
| Lifetime Financial Growth | Beachwood | OH | 06/2019 | 07/2019 |
| Guardian Life Insurance Company | Beachwood | OH | 08/2019 | Present |
| Park Avenue Securities | Beechwood | OH | 05/2021 | Present |
1) OUTSIDE INSURANCE, START DATE: 01/01/2021, 275 CONNECTICUT WAY, SAGAMORE HILLS, OH, 44067, 0 total hours per month, INVESTMENT RELATED, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-11 |
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