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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2006-06-12 |
Branch Locations
1416 S. Huntington Street Suite A, Syracuse, IN 46567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Syracuse | NY | 06/2006 | Present |
1. B & K Realty Building is rented out to a couple operate a gift shop Start: 09/01/2006 Address: 106 W Huntington St North Webster, IN 46555 4 non bus hrs per month Investment related 2. Church Committee Helping on a committee with finance issues at the church, procedures, review bank and financial statements, budgets Start: 02/01/2011 Address: Vineyard Community Church SR 13 Syracuse, IN 2 non bus hrs per month Not investment related 3. Wawasee Financial, Inc. Insurance and fixed annuity sales Start: 04/01/1995 Address: 905 S. Huntington St Suite 5 Syracuse, IN 46567 Hrs per month - tot/bus: 80/70 Investment related >10% annual compensation 4. Trustee Family member's trust Start: 01/18/2018 Address: 627 E. Northshore Drive Syracuse, IN 46567 4 bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-26 |
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