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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 | 2019-12-23 |
| OH | RA | APPROVED | 2004-03-15 |
Branch Locations
1684 Woodlands Dr Suite 105, Maumee, OH 43537 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| New York Life Insurance Company | Toledo | OH | 03/1981 | Present |
| Nylife Securities Inc. | Toledo | OH | 10/1982 | Present |
| Heritage Planners | Toledo | OH | 06/2007 | Present |
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; OWNER; START DATE: 06/2007]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-17 |
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