Best Investors Account Sign in

John S Geretz

Park Avenue Securities LLC

Beachwood, OH

Claim This Profile
Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-29
SC RA APPROVED 2026-04-10
PA RA APPROVED 2025-01-20
MD RA APPROVED 2024-07-10
FL RA APPROVED 2024-03-22
MI RA APPROVED 2024-03-18
OH RA APPROVED 2014-04-16
  • IL RA
    APPROVED
    Since 2026-07-29
  • SC RA
    APPROVED
    Since 2026-04-10
  • PA RA
    APPROVED
    Since 2025-01-20
  • MD RA
    APPROVED
    Since 2024-07-10
  • FL RA
    APPROVED
    Since 2024-03-22
  • MI RA
    APPROVED
    Since 2024-03-18
  • OH RA
    APPROVED
    Since 2014-04-16

Branch Locations

24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Insurance Company Of America Beachwood OH 11/2013 Present
Park Avenue Securities Beachwood OH 03/2014 Present
  • 11/2013 → Present
    Guardian Life Insurance Company Of America
    Beachwood, OH
  • 03/2014 → Present
    Park Avenue Securities
    Beachwood, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-13
S63 Uniform Securities Agent State Law Examination 2011-02-07
  • S65 Uniform Investment Adviser Law Examination
    2024-03-13
  • S63 Uniform Securities Agent State Law Examination
    2011-02-07
Other Names
  • John Steven Geretz

View on SEC IAPD

Other Firms

NORTH STAR ADVISORY GROUP, LLC
CM WEALTH ADVISORS LLC
PHILIPP CAPITAL ADVISORS
TIDMORE RETIREMENT PLANNING SPECIALISTS
NEO INVESTMENT COUNSEL, LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
C.N.M. MANAGEMENT, LLC
BRIGHTON JONES LLC

Other Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER
Brian Mitchell Duffield
Forrest Duncan Kuchling
Rachel M Smylie
AILEEN PATRICIA BOST
Nicholas James Evans

Other Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH
TIDMORE RETIREMENT PLANNING SPECIALISTS · BEACHWOOD, OH
NEO INVESTMENT COUNSEL, LLC · CLEVELAND, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
SEQUOIA FINANCIAL GROUP, L.L.C. · BEACHWOOD, OH
C.N.M. MANAGEMENT, LLC · CLEVELAND, OH

More in Beachwood, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor