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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-08-31 |
| CA | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2026-01-05 |
| MI | RA | APPROVED | 2026-01-05 |
| GA | RA | APPROVED | 2022-04-25 |
| MA | RA | APPROVED | 2022-03-31 |
| NC | RA | APPROVED | 2020-04-06 |
| PA | RA | APPROVED | 2014-08-08 |
| OH | RA | APPROVED | 2011-09-19 |
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 |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Beachwood | OH | 06/2005 | Present |
| Park Avenue Securities | Beachwood | OH | 04/2011 | Present |
1) LillyWhite Properties, LLC,-Commercial real estate property, Start date: 09/13/2021, Address: 2311 Burberry St NW, North Canton, OH 44720, 2 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Probity Finance, LLC,-formed to pay business expenses and payroll my assistant. , Start date: 07/01/2021, Address: 343 Walmar Drive, Bay Village, OH 44140, 4-6 total hours per month; 4-6 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-02 |
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