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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-14 |
| OH | RA | APPROVED | 2025-03-07 |
| IN | RA | APPROVED | 2025-03-05 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Beachwood | OH | 11/2021 | 02/2023 |
| Quicken Loans | Cleveland | OH | 08/2020 | 09/2021 |
| Fadul Holdings | Ohio City | OH | 01/2019 | 08/2019 |
| American Income Life | North Royalton | OH | 08/2017 | 11/2017 |
| Towne Park, Ltd. | Cleveland | OH | 08/2019 | 10/2019 |
| Unemployed | Cleveland | OH | 09/2016 | 07/2017 |
| Unemployed | Palo Alto | CA | 12/2017 | 11/2018 |
| Capital Brokers | Seven Hills | OH | 12/2018 | 10/2021 |
| Thrivent Financial | Appleton | WI | 08/2023 | 01/2024 |
| Unemployed | Seven Hills | OH | 03/2023 | 07/2023 |
| Unemployed | Seven Hills | OH | 02/2024 | 04/2024 |
| Equitable Advisors, Llc | New York | NY | 05/2024 | 02/2025 |
| Guardian Life Insurance Company | Beachwood | OH | 02/2025 | 03/2026 |
| Park Avenue Securities | Beachwood | OH | 02/2025 | 03/2026 |
| Guardian Life Insurance Company | Independence | OH | 03/2026 | 07/2026 |
| Park Avenue Securities | Independence | OH | 03/2026 | 07/2026 |
| Guardian Life Insurance Company | Beachwood | OH | 07/2026 | Present |
| Park Avenue Securities | Beachwood | OH | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-04 |
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