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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-07-28 |
| IN | RA | APPROVED | 2024-09-27 |
| WA | RA | APPROVED | 2023-12-18 |
| LA | RA | APPROVED | 2023-10-05 |
| AZ | RA | APPROVED | 2022-01-26 |
| NY | RA | APPROVED | 2021-04-16 |
| DE | RA | APPROVED | 2021-03-01 |
| VT | RA | APPROVED | 2020-09-04 |
| DC | RA | APPROVED | 2020-05-27 |
| TX | RA | APPROVED | 2020-01-16 |
| WI | RA | APPROVED | 2019-11-25 |
| VA | RA | APPROVED | 2019-04-12 |
| RI | RA | APPROVED | 2019-04-10 |
| NC | RA | APPROVED | 2018-06-29 |
| MA | RA | APPROVED | 2018-05-31 |
| CO | RA | APPROVED | 2017-11-27 |
| CA | RA | APPROVED | 2017-04-12 |
| ME | RA | APPROVED | 2017-04-12 |
| PA | RA | APPROVED | 2016-01-07 |
| FL | RA | APPROVED | 2015-01-16 |
| NJ | RA | APPROVED | 2014-11-13 |
| SC | RA | APPROVED | 2014-10-20 |
| CT | RA | APPROVED | 2013-04-29 |
Branch Locations
535 Fifth Avenue 13Th Floor, New York, NY 10017 • United States
New City, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freelance Musician | Greenwood Lake | NY | 05/2000 | Present |
| Guardian Life Insurance Co Of America | Latham | NY | 02/2014 | 09/2020 |
| Park Avenue Securities Llc | Albany | NY | 02/2014 | 09/2020 |
| Guardian Life Insurance Company | Raritan | NJ | 10/2020 | 11/2020 |
| Park Avenue Securities | Raritan | NJ | 10/2020 | 11/2020 |
| Guardian Life Insurance Company | Melville | NY | 12/2020 | 01/2021 |
| Park Avenue Securities | Melville | NY | 12/2020 | 01/2021 |
| Guardian Life Insurance Company | New York | NY | 01/2021 | Present |
| Park Avenue Securities | New York | NY | 01/2021 | Present |
| Guardian Life Insurance Company | New City | NY | 06/2024 | Present |
| Park Avenue Securities | New City | NY | 06/2024 | Present |
1. Amy Salo, Inc., - Personal Corporation for the purpose of processing 1099 business including PAS and non-Guardian insurance, Start: 03/01/2011, Address: 425 Phillips Hill Rd, New City NY 10956, 5 total hours per month, 5 during securities trading hours, Less than 10% annual compensation, Investment related, 2 Forest Hills Financial Group-Managing Partner, Start: 01/01/2021, Address: 535 5th Ave. 13th Fl., New York, NY 10017, 40 total hours per month, 40 during securities trading hours, More than 10% annual compensation, Investment related, 3. Author and Speaker, I am working on a book with the intention of publishing it which may lead to speaking engagements about my book, Start: 10/05/2023, Address: 425 Phillips Hill Rd., New City NY 10956, 5 total hours per month, 0 during securities trading hours, Less than 10% annual compensation, Not Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-07 |
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