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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-03 |
Branch Locations
950 Main Avenue Suite 1800, Cleveland, OH 44113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Company | Beachwood | OH | 06/1994 | 07/2023 |
| Park Avenue Securities Llc | Beachwood | OH | 05/1999 | 07/2023 |
| Lion Street Financial | Cleveland | OH | 07/2023 | Present |
| Lion Street Advisors | Cleveland | OH | 07/2023 | Present |
| Integrity Alliance, Llc. | Cleveland | OH | 11/2025 | Present |
| Integrity Alliance, Llc. | Cleveland | OH | 11/2025 | Present |
1)CAPITAL PLANNERS INC.-I am involved in life and health insurance sales through capital planners, Start: 06/01/1994, Address: 24500 Chagrin Blvd #200 Beachwood, OH 44122, 10 bus hrs per month, Investment related, 2)CHARITY GOLF OUTING-Charity golf outing to raise money for the Akron Children's Hospital, Start: 06/15/2003, Address: One Perkins Square Akron, Ohio 44308, Hrs per month - tot/bus: 12/4, Not investment related, 3)AKRON CIVIC FOUNDATION POSITION: Board Member NATURE: Community Charitable Organization - they have events and fund raising activities to rais money for Akron communities. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 182 South Main st, Akron OH 44308, United States DESCRIPTION: Board member to provide feedback and bounce event ideas for fund raising events. 4)Sabes Wings Bret Saberhagen Foundation-Help promote event and help organization raise funds for cancer research, Start: 09/01/2021, Address: 179 Niblick Road #411 Paso Robles, California 93446, 2 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 5)OSWALD COMPANIES POSITION: Sales Executive NATURE: Life insurance, disability and fixed annuity sales. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/24/2023 ADDRESS: 1100 SUPERIOR AVE E, STE 1500, Cleveland OH 44114, United States DESCRIPTION: Sales 6)KINGS OF VEGAS MOVIE POSITION: Consultant NATURE: Production of basketball movie Kings of Vegas. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 4488 Grand Strand Dr, Grove City OH 43123, United States DESCRIPTION: Assist in organization of cast and crew for upcoming documentary.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-04 |
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