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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 |
Branch Locations
535 Fifth Avenue 13Th Floor, New York, NY 10017 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | New York | NY | 04/2005 | Present |
| Forest Hills Financial | Queens | NY | 02/2007 | Present |
| Park Avenue Securities | New York | NY | 01/2009 | Present |
| Guardian Life Insurance Company | Melville | NY | 08/2019 | Present |
| Park Avenue Securities | Melville | NY | 08/2019 | Present |
1. Forest Hills Financial Group NY LLC-General Agent, Start: 08/01/2019, Address: 118-35 Queens Blvd Suite 1230 Forest Hills, NY 11375, 35 bus hrs per month, Investment related, >10% annual compensation, 2) Perlmutter Group LLC-LLC created for compensation pass through, Start: 11/01/2022, Address: 109 Sterling Court Syosset, NY 11791, 160 total hours per month; 100 during securities trading hours, Investment related, More than 10% annual compensation, 3) Janda LLC -LLC was created to hold title to house in California for estate planning, Start: 10/01/2022, Address: 740 Elk Clover Circle Palm Desert California 92211, 0 total hours per month, Investment related, No annual compensation, 4) Insurance other than Guardian-Independent contractor, Nature of Business: Insurance sales, Start date: 04/01/2025, Address: 200 Broadhollow Road Melville. NY 11747, Duties: Insurance other than Guardian 1 total hours per month; 1 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-20 |
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