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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-29 |
| OH | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsh University | North Canton | OH | 02/2019 | 05/2022 |
| Unemployed | Independence | OH | 06/2022 | 08/2022 |
| Ursuline College | Pepper Pike | OH | 02/2015 | 02/2019 |
| Fidelity Investments | Woodmere Village | OH | 08/2022 | Present |
| Nylife Securities Llc | Aurora | OH | 04/2024 | Present |
| Eagle Strategies Llc | Aurora | OH | 02/2025 | Present |
| Vines Financial Group Llc D/B/A V Financial Partners | Aurora | OH | 05/2025 | Present |
| Fidelity Investments | Woodmere Village | OH | 08/2022 | 11/2023 |
[OPERATING UNDER THE DBA NAME OF VINES FINANCIAL GROUP LLC D/B/A V FINANCIAL PARTNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (AURORA, OH); START DATE: 05/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
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