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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-06 |
| MO | RA | APPROVED | 2026-07-14 |
| VA | RA | APPROVED | 2026-03-17 |
| NY | RA | APPROVED | 2026-02-10 |
| OH | RA | APPROVED | 2026-02-10 |
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
Lakewood, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Beachwood | OH | 06/2024 | Present |
| Canterbury Country Club | Beachwood | OH | 06/2022 | 06/2024 |
| Kent State University | Kent | OH | 08/2020 | 06/2022 |
| Hamburg Brewing Company | Hamburg | NY | 05/2018 | 08/2020 |
| Orchard Park School District | Orchard Park | NY | 09/2013 | 05/2018 |
| Park Avenue Securities | Beachwood | OH | 09/2025 | Present |
| Guardian Life Insurance Company | Lakewood | OH | 06/2024 | Present |
| Park Avenue Securities | Lakewood | OH | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-04 |
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