Joel Franklin Staich

Current Employers

Employment History

• 07/2010 → Present
  Nylife Securities Llc
  Dublin, OH
• 04/2010 → Present
  New York Life Insurance Company
  Dublin, OH
• 08/2013 → Present
  Staich Financial, Llc
  Mansfield, OH
• 06/2015 → Present
  Mahoney Financial Organization, Llc
  Mansfield, OH
• 03/2017 → Present
  Eagle Strategies Llc
  Mansfield, OH

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 99 PARK AVENUE WEST, SUITE E, MANSFIELD, OH 44902; START DATE: 7/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2-4 HOURS PER MONTH, 2-4 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF STAICH FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: MANSFIELD, OH; START DATE: 08/2013] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MANSFIELD, OH; START DATE: 06/2015] [MJT Holdings LLC; A commercial building which provides space for rent to commercial tenants.; 201 E Fifth Street, Mansfield, OH 44902; Start Date 06/2018; Role/Title: Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Klopfenstein Art Equipment Manufacturing LLC; Small manufacturer which fabricates and sells art easels and equipment. This is an established business whose part owner was a friend who recently passed away, creating a passive ownership opportunity. A business manager runs day to day operations.; 201 E Fifth Street, Mansfield, OH 44902; Start Date 05/2021; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; passive investor] [The Jeff Ellington Legacy Golf Outing; Annual golf outing in memory of Jeff Ellington to raise funds for charity.; 2060 Millsboro Rd, Mansfield, OH 44906; Start Date 06/2022; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours;helping to organize the event. Staich Financial LLC (my dba) will be one of the event sponsors. Additionally I will be responsible for bookkeeping and record keeping.]

Exams

• S66 Uniform Combined State Law Examination
  2017-02-27
• S63 Uniform Securities Agent State Law Examination
  2011-09-23