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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-02 |
| OH | RA | APPROVED | 2016-09-07 |
Branch Locations
150 E Mound Street Suite 303, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dublin | OH | 07/2009 | Present |
| New York Life Insurance Co | Dublin | OH | 06/2009 | Present |
| Eagle Strategies Llc | Dublin | OH | 09/2016 | Present |
| Cardinal Financial Advisers, Llc | Columbus | OH | 07/2018 | Present |
[RENTAL PROPERTY, SINGLE FAMILY HOME, OF WHICH WE RENT.; COLUMBUS OH; START DATE 10/2012; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF CARDINAL FINANCIAL ADVISERS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; PARTNER; COLUMBUS, OH; START DATE: 07/2018][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 150 E Mound St. Suite 303 Columbus OH 43215; Start Date 09/2024; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-09 |
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