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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-21 |
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 | Beachwood | OH | 10/2008 | Present |
| Park Avenue Securities | Beachwood | OH | 02/2021 | Present |
1) Jaylene Development LLC. Property Manager, Address: 32609 Allenbury Drive, Solon, OH 44139, Start Date: 01/01/2001, 1 hour per month, 1 hour during normal business hours, Non investment related, 2) Insurance products other than those offered through Guardian and its subsidiaries. Broker, Address: 24500 Chagrin Blvd, Suite 200, Beachwood, OH 44122, Start Date: 08/01/2008, 16 hours per month, 10 during normal business hours, Investment related, 3) JBER Investments LLC/DBA: Rosner Planning- LLC to create a trade name (Rosner Planning) to use for my Guardian, PAS and brokerage business-DBA, Start:05/09/2003, Address: 32609 Allenbury Drive Solon, OH 44139, 24500 Chagrin Blvd, Suite 200 Beachwood, OH 44122, 240 total hours per month 130 during securities trading hours, Investment related, More than 10% annual compensation, 4) Rogat and Company Inc, Start Date: 1/31/26, Nature: Insurance outside of Guardian, Address: 32609 Allenbury Drive Solon, OH 44139, Duties: Owner/Selling insurance products other than Guardian, 0 total hours per month, Investment Related,
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