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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2004-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph Mersol Financial Solutions Llc | Poland | OH | 05/2006 | 07/2018 |
| New York Life Ins Co | Youngstown | OH | 05/1994 | Present |
| Nylife Securities Inc. | Seven Hills | OH | 12/1994 | Present |
| Mersol Financial Soutions Llc | Poland | OH | 07/2018 | Present |
[PROPERTY AND CASUALTY SALES; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING PROPERTY AND CASUALTY PRODUCTS; COMMISSIONS VIA VALLEY INSURANCE GROUP; START DATE 06/2001] [NOTARY PUBLIC; START DATE 06/2004; NON INVESTMENT RELATED] [Mahoning Shennango Valley Estate Planning Council; The council is a professional organization that promotes the education and professionalism for all disciplines that focus in the estate planning profession; 3801 Starrs Centre Drive Canfield, Ohio 44406; Start Date 12/2016; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MERSOL FINANCIAL SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; POLAND, OH; START DATE: 07/2018] [33 Sheridan, LLC; Lease to myself as well as other DBA. Also lease to 4 future tenants; 33 Sheridan Dr., Poland, OH 44514; Start Date 04/2019; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;1714 Boardman Poland Rd, Suite 15, Poland, OH 44514; Start Date 04/2019; Role/Title: Insurance Broker; Investment Related; 60 hours per month; 60 hours per month during securities trading hours] [Rental Property; Rental Property for a Group Home; 740 Whipple Ave, Campbell, OH 44505; Start Date 04/2019; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [New Middletown-Springfield Twp, Oh Optimist Club; Help the Schools and Community; PO Box 153, New Middletown, OH 44442; Start Date 11/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Chairperson for the Candidates Night][No Boundaries, No Limits; Organization to Provide Services to primarily the Special Needs Community and secondary to the surrounding community; 5512 Youngstown Poland Rd, Poland, OH 44514; Start Date 01/2024; Role/Title: Officer; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours; President working with other officers and board members and coordinating with local non-profits and grant writers to assist with the mission of servicing the Special Needs Community as well as the local public.]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-03 |
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