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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-04-11 |
| AZ | RA | APPROVED | 2016-09-07 |
| MA | RA | APPROVED | 2016-09-02 |
| IL | RA | APPROVED | 2016-08-23 |
Branch Locations
445 Sheridan Road, Highwood, IL 60040 • United States
2550 Compass Rd Suite E, Glenview, IL 60026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Chicago | IL | 06/2016 | 09/2016 |
| Park Avenue Securities | Chicago | IL | 07/2016 | 09/2016 |
| Park Avenue Securities | Highwood | IL | 09/2016 | Present |
| Guardian Life Insurance | Highwood | IL | 09/2016 | Present |
1. Insurance other than Guardian, Start: 08/18/2016, Address: 445 Sheridan Road, Highwood IL 60040, 80 bus hrs per month, Investment related, >10% annual compensation, 2. Viti Financial Services, Inc., Start Date: 4/18/2024, Address: 445 Sheridan Road, Highwood IL 60040, 1 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 3. College of Lake County Foundation Board, Start Date: 4/1/2024, Address: CLC Foundation, 19351 W Washington St., Grayslake, IL 60030, 5 total hours per month; 5 during securities trading hours, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-02 |
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