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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-05-02 |
Branch Locations
1684 Woodlands Drive Suite 105, Maumee, OH 43537-4057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Maumee | OH | 05/2014 | Present |
| Nylife Securities Llc | Maumee | OH | 08/2014 | Present |
| Northwood City Council | Northwood | OH | 11/2013 | Present |
| Eagle Strategies Llc | Maumee | OH | 05/2018 | Present |
| Heritage Planners | Maumee | OH | 10/2018 | Present |
[FAHRBACH PROPERTIES, LLC; RENTAL PROPERTY; 402 W. ANDRUS RD. NORTHWOOD, OH 43619; START DATE 11/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 15 HOURS PER MONTH; 3 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1684 Woodlands Dr. Maumee OH 43537; Start Date 03/2018; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF HERITAGE PLANNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MAUMEE, OH; START DATE: 10/2018][Fahrbach Family Holdings LLC; LLC that owns property in Washington UT; 7533 S CENTER VIEW CT WEST JORDAN UT 84084; Start Date 06/2025; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; maintenance]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-27 |
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