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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-17 |
Branch Locations
50 Tice Blvd Suite 280, Woodcliff Lake, NJ 07677 • United States
Basking Ridge, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Los Angeles | CA | 04/2012 | 04/2017 |
| Lpl Financial Llc | Bridgewater | NJ | 07/2017 | 01/2018 |
| Lsq Inc.Ã, | Maitland | FL | 11/2017 | 02/2021 |
| H. Beck, Inc. | Rockville | MD | 09/2018 | 12/2019 |
| Woodbury Financial Services Inc | Bloomfield | NJ | 01/2020 | 02/2021 |
| Cetera Advisor Networks | El Segundo | CA | 02/2021 | 02/2023 |
| Guardian Life Insurance Company | Woodcliff Lake | NJ | 02/2023 | Present |
| Park Avenue Securities | Woodcliff Lake | NJ | 11/2022 | Present |
| Guardian Life Insurance Company | Basking Ridge | NJ | 06/2024 | Present |
| Park Avenue Securities | Basking Ridge | NJ | 06/2024 | Present |
1) Actuarial Retirement Services LLC - Set up and maintain 401k plans for their small business owners, Start: 10/01/2024, Address: 5 Lyons Mall Suite 110 Basking Ridge, NJ 07920, 40 total hours per month, 40 during securities trading hours, Greater than 10% annual compensation, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-24 |
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