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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-23 |
| OH | RA | APPROVED | 2026-06-16 |
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 |
|---|---|---|---|---|
| Saint Ignatius Highschool | Cleveland | OH | 08/2016 | 06/2020 |
| Dartmouth College | Hanover | OH | 06/2020 | 06/2023 |
| Keyfactor | Independence | OH | 06/2023 | 08/2023 |
| Dartmouth College | Hanover | NH | 08/2023 | 07/2024 |
| Butler University | Indianapolis | IN | 07/2024 | 12/2024 |
| Myshyft | Indianapolis | IN | 12/2024 | 06/2025 |
| Guardian Life Insurance Company Of America | Beachwood | OH | 06/2025 | Present |
| Guardian Life Insurance Company Of America | Beachwood | OH | 03/2026 | Present |
| Park Avenue Securities | Cleveland | OH | 03/2026 | Present |
| Park Avenue Securities | Cleveland | OH | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-15 |
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