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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-02-16 |
Branch Locations
600 W Loveland Avenue Suite 7, Loveland, OH 45140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Cincinnati | OH | 09/2000 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 9/2004][Loveland Museum Center; Board Member at Large-Loveland Museum Center- To foster the awareness of the history of Loveland Ohio.; 201 Riverside Drive. Loveland Ohio 45140; Start Date 03/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours; Brainstorm over how to increase membership thru local events]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-23 |
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