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15 W 38Th St. #704, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-20 |
Branch Locations
15 W 38Th St. #704, New York, NY 10018 • United States
4213 North Holland Sylvania Rd, Toledo, OH 43623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor Auto Group | Toledo | OH | 01/2017 | 05/2017 |
| Mathews Ford | Oregon | OH | 06/2016 | 12/2016 |
| Ameriprise Financial Services, Inc. | Perrysburg | OH | 06/2017 | 02/2020 |
| Unemployed | Rossford | OH | 03/2020 | 04/2020 |
| Cuso Financial Services | San Diego | CA | 05/2020 | 01/2022 |
| Directions Credit Union | Maumee | OH | 05/2020 | 01/2022 |
| Valic Financial Advisors, Inc. | Independence | OH | 03/2022 | 01/2024 |
| Agia | Houston | TX | 12/2022 | Present |
| Stirlingshire Investments | Nyc | NY | 02/2024 | Present |
1.RetireOne - Position: Variable Annuities Rep Investment Related: YES NUMBER OF HOURS: 20 Hrs/Month during trading DESCRIPTION: Sell Variable Annuities 2.Highland Capital - Position: Variable Annuities Rep Investment Related: YES NUMBER OF HOURS: 20 Hrs/Month during trading DESCRIPTION: Annuities sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-13 |
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