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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2018-07-19 |
| CT | RA | APPROVED | 2009-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Westbury | NY | 12/2007 | 07/2017 |
| Park Ave Securities | Westbury | NY | 12/2007 | 07/2017 |
| Guardian Life Insurance Company | Roslyn | NY | 07/2017 | Present |
| Park Avenue Securities Llc | Roslyn | NY | 07/2017 | Present |
1. NY Lawyer I currently admitted as an attorney to practice law in the state of New York and use my law license and designation to represent and advise clients in non-investment related legal matters Start: 03/04/1992 Address: 17 Lumber Road, Suite 10, Roslyn, NY 11576 Hrs per month - tot/bus: 12/4 Not investment related >10% annual compensation 2. P&C Insurance I use my NY P&C license to help clients review (and where possible, improve) their property and casualty insurance coverage. Start: 07/09/2014 Address: 17 Lumber Road, Suite 10, Roslyn, NY 11576 Hrs per month - tot/bus: 4/1 Investment related >10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-01 |
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