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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2005-06-08 |
Branch Locations
24500 Chagrin Blvd. Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Beachwood | OH | 05/2012 | Present |
| Park Avenue Securities Llc | Beachwood | OH | 05/2012 | Present |
1. HOLLIS FINANCIAL SERVICES INC.-Sale of insurance and related products, Start: 01/01/1986, Address: 7070 South Lane Willoughby, Ohio 44094, 10 bus hrs per month, Investment related, 2. Innovative Wealth Concepts Inc.-Market and sell Fixed Annuities and Fixed Whole Life Products,. Start: 02/01/2006, Address: 23625 Commerce Park Drive #200 Beachwoood, Ohio 44122, 10 bus hrs per month, Investment related, 3) JHH Leasing, LLC-Purchase Equipment for my Sons Tree removal Company , Start: 12/01/2020, Address: 7070 South lane Willoughby, OH 44094, 0 total hours per month, Not investment related, Less than 10% annual compensation, 4) Blazor Inc LLC-Investment in the innovation of a new woman's razor, Start: 11/01/2019, Address: 23625 Commerce Park #200 Beachwood, OH 44122, 0 total hours per month, Not investment related, No annual compensation, 5) HaHa Dumpsters LLC-President, Start: 04/01/2022, Address: 7070 South Lane Willoughby, OH 44094, 0 total hours per month; Not investment related, Less than 10% annual compensation, 6) Trustee for the Timothy Marotta Trust-trustee Start: 10/01/2022, Address: 24500 Chagrin Blvd. #375 Beachwood, OH 44122, 1 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-01 |
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