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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED_RES | 2025-08-09 |
| AZ | RA | APPROVED | 2025-05-09 |
| MA | RA | APPROVED | 2023-01-11 |
| WV | RA | APPROVED | 2022-09-19 |
| NY | RA | APPROVED | 2021-04-16 |
| CA | RA | APPROVED | 2020-02-18 |
| CT | RA | APPROVED | 2020-02-03 |
| PA | RA | APPROVED | 2019-09-09 |
| FL | RA | APPROVED | 2019-04-15 |
| OR | RA | APPROVED | 2019-01-17 |
| MN | RA | APPROVED | 2018-11-06 |
| NV | RA | APPROVED | 2018-05-24 |
| NE | RA | APPROVED | 2018-03-01 |
| WY | RA | APPROVED | 2018-01-12 |
| NJ | RA | APPROVED | 2017-06-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Paramus | NJ | 08/2010 | Present |
| Park Avenue Securities Llc | Paramus | NJ | 08/2010 | Present |
1. Copperstone Financial/Insurance-Copperstone is an entity formed to process commissions from insurers other than Guardian Selling LTC, Group, DI, Start: 01/01/2001, Address: 52 FOREST AVE PARAMUS NJ 07652, 5 bus hrs per month, Not investment related, 2. Make a Wish Foundation 501c3 Head-Heading a 501c3 "CFSMAW" for our yearly Agency golf outing to benefit Make A Wish Foundation of Northern NJ, Start: 04/01/2015, Address:52 Forest Ave Paramus NJ 07652, 2 non bus hrs per month, Not investment related, 3. Ciardella & Savino, LLC-This is the LLC associated with our Agency, Start: 01/01/2016, Address: 52 Forest Ave Paramus NJ 07652, Hrs per month - tot/bus: 50/40, Investment related, 4. CFS, LLC-This is an LLC associated with the Agency - pass through for business expenses, Start: 01/01/2016, Address: 52 Forest Ave Paramus, NJ 07652, Hrs per month - tot/bus: 50/40, Not investment related, 5. CFS HARTFORD, LLC-This is an LLC for the acquisition of Agency KT Hartford CT - for expenses, Start: 01/01/2019, Address: 52 Forest Ave Paramus NJ 07652, 10 bus hrs per month, Investment related, 6. Tenafly Little League-Board member, Nature of Business: Little League, Start date: 01/07/2019, Address: Tenafly Rec, Tenafly, NJ, Duties: Sponsorship Committee, 5 total hours per month; 0 during securities trading hours, Not investment related, 7) Calari risk Management-Consult with the President on the firm to help drive client development (prospecting), Start: 06/01/2020, Address: 52 Forest Avenue Paramus, NJ 07652, 5 total hours per month, 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-06 |
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