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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-30 |
| NH | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED_RES | 2024-09-19 |
| OH | RA | APPROVED | 2024-05-25 |
| SC | RA | APPROVED | 2023-08-16 |
| VA | RA | APPROVED | 2023-06-26 |
| MT | RA | APPROVED | 2021-11-22 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2019-01-15 |
| NC | RA | APPROVED | 2017-01-17 |
| PA | RA | APPROVED | 2012-10-22 |
| NJ | RA | APPROVED | 2011-09-16 |
Branch Locations
568 S Livingston Ave, Livingston, NJ 07039 • United States
Warren, NJ • United States
600 Heck Street Unit 3, Asbury Park, NJ 07712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co. Of America | Livingston | NJ | 05/1998 | Present |
| Park Avenue Securities Llc | Livingston | NJ | 05/1999 | Present |
| Guardian Life Insurance | Holmdel | NJ | 10/2019 | 04/2021 |
| Park Avenue Securities | Holmdel | NJ | 10/2019 | 04/2021 |
| Park Avenue Securities | Warren | NJ | 06/2024 | Present |
| Park Avenue Securities | Asbury Park | NJ | 06/2024 | Present |
| Guardian Life Insurance | Warren | NJ | 06/2024 | Present |
| Guardian Life Insurance | Asbury Park | NJ | 06/2024 | Present |
1. INSURANCE PLANNING CONSULTANTS LLC DBA INTEGRATED PLANNING CONCEPTS LLC-listed on Integrated Planning Concepts website as President, and speak to clients about health insurance matters,. Start: 11/01/2004, Address: 568 South Livingston Ave; Livingston, NJ 07039, 10 bus hrs per month, Investment related, >10% annual compensation, 2. Outside Business-Selling non-Guardian insurance products where Guardian doesn't offer or it is more suitable to do so, Start: 01/01/2007, Address: 568 S. Livingston Avenue Livingston, NJ 07039, 30 Bus hrs per month, Investment related, >10% annual compensation, 3. Investment Property-Investment property I own that is rented out, Start: 10/01/2010, Address: 80 Park Ave, Unit 4A Hoboken, NJ 07030, 1 non bus hr per month, Investment related, 4) Morris County Chamber of Commerce- Ambassador, Start: 05/01/2016, Address: 568 s. Livingston Ave, Livingston, NJ 07039, 10 total hours per month; 10 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-21 |
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