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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Orange Village | OH | 06/2012 | 01/2025 |
| Osaic Wealth, Inc. | Orange Village | OH | 01/2025 | 06/2025 |
| Equitable Advisors, Llc | New York | NY | 06/2025 | Present |
1. Independent Agent - Outside Fixed Insurance Sales. 2. Cleveland Executive Consulting, LLC - Managing Member. Established for payroll and business expenses. Located at: Akron, OH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-15 |
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