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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-08 |
| OH | RA | APPROVED | 2025-09-08 |
| NY | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beyond The Walls Ministry | Cleveland | TN | 08/2011 | 01/2023 |
| Parma Park Church Of God | Cleveland | OH | 10/2015 | 05/2021 |
| Aeon Global Health | Gainesville | GA | 06/2021 | 03/2023 |
| New York Life Insurance Company | Cincinnati | OH | 04/2022 | 01/2025 |
| Nylife Securities Llc | Cincinnati | OH | 10/2022 | 01/2025 |
| Park Avenue Securities | Cincinnati | OH | 03/2025 | Present |
| Guardian Life Insurance Company | Cincinnati | OH | 01/2025 | Present |
1) Rental Property-Residential rental property, Start date: 08/01/2008, Address: 2505 Tam-O-Shanter Drive Cleveland TN, 37312, 2 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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