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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 |
| FL | RA | APPROVED | 2021-03-12 |
| MA | RA | APPROVED | 2021-01-22 |
| CT | RA | APPROVED | 2019-09-11 |
| VA | RA | APPROVED | 2018-10-22 |
| MD | RA | APPROVED | 2016-10-17 |
| NJ | RA | APPROVED | 2006-03-06 |
Branch Locations
800 Westchester Avenue 4Th Floor Suite N409, Rye Brook, NY 10573 • United States
437 Madison Avenue 29Th Floor, New York, NY 10022 • United States
Scarsdale, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Rye Brook | NY | 06/2005 | Present |
| Park Avenue Securities | Rye Brook | NY | 06/2005 | Present |
| Guardian Life Insurance | Jericho | NY | 05/2018 | 09/2024 |
| Park Avenue Securities | Jericho | NY | 05/2018 | 09/2024 |
| Guardian Life Insurance | New York | NY | 05/2018 | Present |
| Park Avenue Securities | New York | NY | 05/2018 | Present |
| Guardian Life Insurance Company | Scarsdale | NY | 06/2024 | Present |
| Park Avenue Securities | Scarsdale | NY | 06/2024 | Present |
1. GREENKNOLLS GREENVALE COMMUNITY ASSOCIATION-help coordinate co-op programs for the 291 houses that comprise Green Knolls-Greenvale. This includes raingutter cleaning, chimney cleanings and home heating oil delivery. Start: 09/01/2009 Address: There is no particular address 1 bus hr per month Not investment related 2. Insurance-From time to time I may sell non-Guardian insurance products such as health, life, disability, long term care and fixed annuities. Start: 12/15/2005 Address: 800 Westchester Avenue, Suite N409, Rye Brook, NY 10573 1 bus hr per month Investment related 3. Power of Attorney, Health Care Proxy & Executor-the power of attorney, health care proxy and executor for several relatives. Start: 12/15/2005 Address: 22 Tudor Lane Scarsdale, NY 10583 1 bus hr per month Investment related 4) Retirement Strategy Calculator LLC -Retirement Strategy Calculator is an application that does cash flow analysis. It will be owned by the Retirement Strategy Calculator LLC Start: 08/07/2020 Address: 22 Tudor Lane Scarsdale, NY 10583 10 total hours per month, 2 during securities trading hours Not Investment related No compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-30 |
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