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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2026-01-02 |
| MI | RA | APPROVED | 2026-01-02 |
| IA | RA | APPROVED | 2024-10-21 |
| NY | RA | APPROVED | 2021-04-16 |
| ID | RA | APPROVED | 2019-12-13 |
| NC | RA | APPROVED | 2017-10-30 |
| PA | RA | APPROVED | 2016-05-20 |
| GA | RA | APPROVED | 2015-03-03 |
| OH | RA | APPROVED | 2010-07-14 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Beachwood | OH | 02/2009 | Present |
| Park Avenue Securities | Beachwood | OH | 06/2010 | Present |
1. SONUS FINANCIAL AND INSURANCE SERVICES LLC, Start: 06/30/2022, Address: 5903 Lake Rd. Mentor, OH 44060, 4 total hours per month 0 during securities trading hours, Investment related, Less than 10% annual compensation, 2. Advisory Board Lake Catholic, Start Date: 8/1/2023, Address: 6733 Reynolds Rd., Mentor, OH 44060, 2 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-16 |
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