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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-13 |
| NM | RA | APPROVED | 2025-07-08 |
| MD | RA | APPROVED | 2024-11-05 |
| MA | RA | APPROVED | 2024-10-03 |
| TX | RA | APPROVED | 2024-08-19 |
| FL | RA | APPROVED | 2024-08-14 |
| VA | RA | APPROVED | 2024-02-22 |
| NJ | RA | APPROVED | 2024-02-15 |
| NY | RA | APPROVED | 2024-01-12 |
Branch Locations
200 Broadhollow Road Suite 405, Melville, NY 11747 • United States
Oyster Bay, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Oyster Bay | NY | 01/2013 | Present |
| Park Avenue Securities Llc | Oyster Bay | NY | 01/2013 | 01/2018 |
| Park Avenue Securities | Oyster Bay | NY | 05/2023 | Present |
| Guardian Life Insurance Company | Oyster Bay | NY | 06/2024 | Present |
| Park Avenue Securities | Oyster Bay | NY | 06/2024 | Present |
1) Cifico-web based software that turns financial spreadsheets (including life illustrations) into simple moving animations, Start date: 001/01/2018, Address: 6 Anchorage Ln. 1B Oyster Bay, NY 11771, 50 total hours per month; 20 during securities trading hours, Not investment related, More than 10% annual compensation, 2) Insurance other than Guardian, Start date: 09/28/2025, Address: 6 Anchorage Ln. 1B Oyster Bay, NY 11771, 4 total hours per month; 4 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-31 |
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