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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-15 |
Branch Locations
3450 West Central Avenue Suite 240, Toledo, OH 43606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hegde Walker Emans | Toledo | OH | 12/2023 | Present |
| Panera Bread | Toledo | OH | 11/2019 | 07/2020 |
| Gamestop | Toledo | OH | 09/2022 | 01/2023 |
| State Farm | Lambertville | MI | 05/2023 | 12/2023 |
| Sylvania Southview High School | Sylvania | OH | 07/2016 | 07/2021 |
| Bowling Green State University | Bowling Green | OH | 08/2020 | 12/2020 |
| University Of Toledo | Toledo | OH | 01/2021 | 05/2021 |
| Lourdes University | Sylvania | OH | 08/2021 | 05/2024 |
| Equitable Advisors, Llc | New York | NY | 08/2025 | Present |
REALTY BENEFIT SERVICES, SALES ASOCIATE, SALES OF TAX ACCOUNT PROGRAM FOR WHICH REALTY BENEFIT SERVICES COLLECTS THE ADMINISTRATION FEE, 3/17/26, 10 HOURS PER MONTH. DERGALIS ASSOCIATES LLC, SALES ASSOCIATE, SALES OF GROUP AND INDIVIDUAL ANCILLARY PRODUCTS, 3/17/26, 10 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-17 |
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