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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-20 |
| LA | RA | APPROVED | 2023-02-06 |
| FL | RA | APPROVED | 2022-02-17 |
| KS | RA | APPROVED | 2021-07-26 |
| MA | RA | APPROVED | 2021-07-13 |
| NY | RA | APPROVED | 2021-04-16 |
| VA | RA | APPROVED | 2020-04-27 |
| CA | RA | APPROVED | 2014-01-22 |
| DE | RA | APPROVED | 2011-08-23 |
| PA | RA | APPROVED | 2011-08-22 |
| NJ | RA | APPROVED | 2011-08-19 |
Branch Locations
52 West Main Street 32, Somerville, NJ 08876 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Planning Alliance, Llc | South Plainfield | NJ | 02/2004 | Present |
| Guardian Life Insurance Co Of America | Cranford | NJ | 09/2007 | Present |
| Park Avenue Securities Llc | Cranford | NJ | 09/2007 | Present |
1. Middletown South Alumni Organization-Board member, Start: 01/01/2005, Address: N/A, 1 bus hr per month, Not investment related, 2. Property & Casualty Business, Start: 11/09/2011, Address: 1150 Raritan Road, Suite 201 Cranford, NJ 07016, 2 bus hrs per month, Investment related, 3. The Preferred Client Group, LLC- marketing/DBA activity, Start: 10/01/2008, Address: 1150 Raritan Road, Suite 201, Cranford, NJ 07016, 40 bus hrs per month, Investment related, 4. Insurance products offered outside of Guardian, Start: 01/01/2002, Address: 1150 Raritan Road, Suite 201Cranford, NJ 07016, 40 bus hrs per month, Investment related, >10% annual compensation, 5. Planning Alliance Consulting (VALMAX Consulting, LLC), Start: 6/15/2023, Address: 1150 Raritan Road, Suite 103A, Cranford, NJ 07016, 15 total hours per month; 15 during securities trading hours, Investment Related, Less than 10% Annual Compensation, 6. Catherine J. Cerchio Trust-Trustee, Start: 4/25/2025, Address: 15 Demarest Drive Mendham, NJ 07945, 2 total hours per month; 2 during securities trading hours, Investment Related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-04 |
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