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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| MA | RA | APPROVED | 2024-09-26 |
| AZ | RA | APPROVED | 2024-02-21 |
| NH | RA | APPROVED | 2023-12-18 |
| CT | RA | APPROVED | 2023-12-14 |
| IL | RA | APPROVED | 2023-12-14 |
| NJ | RA | APPROVED | 2023-12-14 |
| NY | RA | APPROVED | 2023-12-14 |
| NC | RA | APPROVED | 2023-12-14 |
| OH | RA | APPROVED | 2023-12-14 |
| PA | RA | APPROVED | 2023-12-14 |
| TX | RA | APPROVED | 2023-12-14 |
| WA | RA | APPROVED | 2023-12-14 |
Branch Locations
River Vale, NJ • United States
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | New York | NY | 04/2004 | 11/2023 |
| Park Avenue Securities | New York | NY | 05/2004 | 11/2023 |
| Bull Harbor Capital, Llc | Bethesda | MD | 11/2023 | Present |
1) Shaun H. Trimblett Revocable Trust-husband Start: 07/02/2020 Address: N/A 1 hour per month, 1 during securities trading hours Not Investment related No annual compensation 2) Justine Perdomo Revocable Trust - Trustee Start: 7/02/2020 Address: N/A 1 hr per month, 1 hr during securities trading hours Not investment related No compensation 3) Consulting-Providing consulting and analytics to another broker in exchange for compensation. , Start: 06/22/2021, Address: 594 Whitenack Rd. River Vale, NJ 07675, 15 hours per month, 0 during securities trading hours Not Investment related Less than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-02 |
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