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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-15 |
| IL | RA | APPROVED | 2024-10-16 |
| VA | RA | APPROVED | 2023-12-08 |
| TX | RA | APPROVED | 2021-09-24 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2020-12-01 |
| NJ | RA | APPROVED | 2020-01-17 |
| PA | RA | APPROVED | 2020-01-16 |
Branch Locations
50 Tice Blvd Suite 280, Woodcliff Lake, NJ 07677 • United States
Red Bank, NJ • United States
1040 Broad Street Suite 202, Shrewsbury, NJ 07702-4331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Lincroft | NJ | 01/1998 | Present |
| Guardian Life Insurance Co Of America | Shrewsbury | NJ | 02/2010 | Present |
| Park Avenue Securities Llc | Shrewsbury | NJ | 02/2010 | Present |
| Guardian Life Insurance Co Of America | Red Bank | NJ | 12/2025 | Present |
| Park Avenue Securities Llc | Red Bank | NJ | 12/2025 | Present |
1) Managing Director - Middle Management - IPA-recruit and train new hires of the firm. Start: 04/01/2008 Address: 1040 Broad Street Suite 202 Shrewsbury, NJ 07702 200 bus hrs per month Not investment related 2) Outside Insurance Sales-provide insurance products from other insurance carriers through Guardians brokerage Innovative Underwriters Start: 07/16/2007 Address: 1700 Market Street Suite 3232 Philadelphia, PA 19103 1 total hour per month, 1 during securities trading hours, Less than 10% annual compensation, Investment related 3) President of Coastal LeTip, Start: 07/25/2024, Address: 331 Newman Springs Road, Red Bank, NJ 07701, 6 total hours per month, 0 during securities trading hours, No annual compensation, Not investment related, 4) Moderator FSCP Course The American College-moderating classes for advisers in and outside our firm to receive their FSCP Designation, Start: 01/31/2023, Address: 1040 Broad Street, Suite 202, Shrewsbury, NJ 07702, 4 total hours per month; 4 during securities trading hours, Less than 10% annual compensation, Not investment related, 5) P&C Insurance Sales, Nature: Insurance outside of Guardian, Start: 6/1/2026, Address: 1040 Broad Street Suite 202 Shrewsbury, NJ 07702, Duties: Broker, 1 total hr/month; 1 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-25 |
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