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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2007-01-03 |
Branch Locations
777 Third Ave Suite 1703, New York, NY 10017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | New York | NY | 05/2006 | Present |
| Guardian Life Insurance Company Of America | New York | NY | 04/2005 | Present |
1. CrestWalk Investment Partners V (Five), LLC-Personal investment in a limited partnership, CrestWalk Investment Partners V, LLC, as a limited partner,. Start: 08/21/2017, Address: 600 Third Avenue 2nd Floor; New York, NY 10016, 1 bus hr per month, Investment related, 2) MEDCM Partners-A Partnership shared equally between my brother and I for the purpose of investing, Start: 12/31/2020, Address: 111 East 85th Street Apt. 18D New York, NY 10028, 5 total hours per month, 5 during securities trading hours, Investment related, No annual compensation, 3) Non-Guardian Life and Health Insurance Sales-life and health insurance from non-Guardian insurers through outside brokerage firms, Start: 01/02/2006, Address: 355 Lexington Avenue, 9th Floor New York, NY 10017, 1 total hour per month, 1 during securities trading hours, Investment related, Less than 10% annual compensation, 4) Juris Doctor-Non practicing, Start:05/25/1995, Address: 111 East 85th Street, Apt. 18D New York, NY 10028, 0 total hour per month, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-16 |
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