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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 1999-08-18 |
Branch Locations
150 E Mound Street Suite 303, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Dublin | OH | 09/1992 | Present |
| Nylife Securities Llc | Dublin | OH | 10/1992 | Present |
| Cardinal Financial Advisers, Llc | Columbus | OH | 04/2008 | Present |
[OPERATING UNDER THE DBA NAME OF CARDINAL FIANCIAL ADVISERS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; COLUMBUS, OH] [NYLARC Holding Company, Inc.; Re insuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 06/2008; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [The Catholic Foundation; The Catholic Foundation is a foundation supporting the Catholic Diocese of Columbus Ohio serving 23 counties. They use gifts to help spread the Light to those touched by the parishes, schools and ministries that they serve.; 257 East Broad Street, Columbus, Ohio 43215; Start Date 07/2019; Role/Title: Board Chair FY 2027; Investment Related; 4 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-22 |
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