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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-08-06 |
| ME | RA | APPROVED | 2026-05-29 |
| WI | RA | APPROVED | 2025-07-31 |
| AR | RA | APPROVED | 2025-05-19 |
| FL | RA | APPROVED | 2022-08-18 |
| MI | RA | APPROVED | 2022-06-22 |
| CO | RA | APPROVED | 2022-06-21 |
| PA | RA | APPROVED | 2022-06-21 |
| UT | RA | APPROVED | 2022-06-21 |
| IN | RA | APPROVED | 2022-06-20 |
| NC | RA | APPROVED | 2022-06-20 |
| NJ | RA | APPROVED | 2022-05-04 |
| NY | RA | APPROVED | 2022-05-04 |
| CA | RA | APPROVED | 2022-02-24 |
| GA | RA | APPROVED | 2021-10-19 |
| WA | RA | APPROVED | 2021-09-30 |
| SC | RA | APPROVED | 2021-08-23 |
| KY | RA | APPROVED | 2021-01-12 |
| VA | RA | APPROVED | 2021-01-12 |
| OH | RA | APPROVED | 2018-04-06 |
Branch Locations
9100 West Chester Towne Centre Dr Suite 355, West Chester, OH 45069 • United States
7755 Paragon Road Suite 107, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dlak Wealth Advisors | Cincinnati | OH | 08/2016 | Present |
| Guardian Life Insurance Company | Cincinnati | OH | 10/2017 | 10/2017 |
| Park Avenue Securities | Cincinnati | OH | 12/2017 | 12/2017 |
| Guardian Life Insurance Company | Dayton | OH | 03/2023 | Present |
| Park Avenue Securities | Dayton | OH | 03/2023 | Present |
| Guardian Life Insurance Company | West Chester | OH | 10/2017 | Present |
| Park Avenue Securities | West Chester | OH | 10/2017 | Present |
1. Sales - Fixed Annuities - Periodically when appropriate for Clients, I offer fixed annuities, Start: 10/01/2019 Address: 9100 West Chester Towne Centre Road Suite 355, West Chester, Ohio 45069 1 total business hour per month, 1 during securities trading hours, Less than 10% annual compensation Investment related 2. Ringle Wealth Management, LLC business entity formed to be used for the income from my work at Park Avenue and Guardian for tax purposes, Start: 11/01/2022, Address: 3459 Kestrel Court, Franklin, Ohio 45005, 2 total business hours per month, 0 during security trading hours, No annual compensation, Investment related, 3. Kettering Church of Christ DBA Cornerstone Church of Christ - Acting in the capacity of treasurer for my church on a volunteer basis, Start: 2/16/2023 Address: 5051 Wilmington Pike, Centerville, Ohio 45450 3 total business hours per month, 1 during security trading hours, No annual compensation, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-25 |
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