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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-08-31 |
| IL | RA | APPROVED | 2026-06-25 |
| WI | RA | APPROVED | 2026-06-17 |
| MA | RA | APPROVED | 2026-05-11 |
| FL | RA | APPROVED | 2026-03-19 |
| GA | RA | APPROVED | 2026-03-19 |
| CA | RA | APPROVED | 2026-03-18 |
| CT | RA | APPROVED | 2026-03-18 |
| DE | RA | APPROVED | 2026-03-18 |
| KY | RA | APPROVED | 2026-03-18 |
| ME | RA | APPROVED | 2026-03-18 |
| MI | RA | APPROVED | 2026-03-18 |
| NY | RA | APPROVED | 2026-03-18 |
| NC | RA | APPROVED | 2026-03-18 |
| OH | RA | APPROVED | 2026-03-18 |
| TX | RA | APPROVED | 2026-03-18 |
| WA | RA | APPROVED | 2026-03-18 |
Branch Locations
535 Fifth Avenue 13Th Floor, New York, NY 10017 • United States
New Canaan, CT • United States
200 Broadhollow Road Suite 405, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hcg Advisors Inc | New York | NY | 10/2023 | 06/2024 |
| Hcfp | New York | NY | 05/2016 | 09/2023 |
| Swartwood Hesse Inc | New York | NY | 09/2016 | 06/2024 |
| Hcfp Capital Markets | New York | NY | 12/2016 | 06/2024 |
| Alex Beilin | Indianapolis | IN | 06/2024 | 07/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2024 | 03/2026 |
| Northwestern Mutual Investment Services Llc | Stamford | CT | 07/2024 | 03/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2024 | 03/2026 |
| Guardian Life Insurance Company | New Canaan | CT | 03/2026 | Present |
| Park Avenue Securities | New York | NY | 03/2026 | Present |
| Guardian Life Insurance Company | New York | NY | 03/2026 | Present |
| Park Avenue Securities | New Canaan | CT | 03/2026 | Present |
1) Insurance other than Guardian-Independent contractor, Nature of Business: Insurance sales, Start date: 07/01/2024, Address: 535 Fifth Avenue, 13th Floor, New York, NY 10017, Duties: Insurance other than Guardian 10 total hours per month; 10 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-17 |
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