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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-20 |
| OH | RA | APPROVED | 2023-05-11 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Inc. | Westlake | OH | 06/2014 | 03/2018 |
| Edward Jones | St.LOuis | MO | 05/2018 | 03/2023 |
| Guardian Life Insurance Company | Beachwood | OH | 05/2023 | Present |
| Park Avenue Securities | Beachwood | OH | 05/2023 | Present |
1) Executor for Joseph & Alexis Maukonen (parents), Start Date: 10/22/2015, Address: 6121 River Road Madison, OH 44057, 0 total hours per month, Not Investment related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-25 |
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