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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-28 |
Branch Locations
4032 N Holland Sylvania Rd, Toledo, OH 43623 • 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 |
|---|---|---|---|---|
| Us Army | Bluffton | OH | 06/2009 | 03/2017 |
| Ace Hardware | West Jefferson | OH | 02/2022 | 12/2022 |
| Amazon | Pataskala | OH | 09/2019 | 02/2022 |
| Fca | Toledo | OH | 10/2018 | 09/2019 |
| Bgsu | Bowling Green | OH | 08/2018 | 05/2021 |
| Self | Bluffton | OH | 04/2017 | Present |
| Umgc | Hyattsville | MD | 08/2015 | 05/2018 |
| Airstream | Jackson Center | OH | 04/2017 | 10/2018 |
| New York Life Insurance Company | Perrysburg | OH | 06/2023 | Present |
| Nylife Securities Llc | Perrysburg | OH | 07/2023 | Present |
| Eagle Strategies Llc | Perrysburg | OH | 03/2024 | Present |
| Heritage Planners | Toledo | OH | 04/2026 | Present |
[Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 4032 N Holland Sylvania Toledo Oh, 43623; Start Date 04/2025; Role/Title: Independent Contractor; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [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); (TOLEDO, OH); START DATE: 04/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-19 |
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