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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-24 |
Branch Locations
Mohegan Lake, NY • United States
535 Fifth Avenue 13Th Floor, New York, NY 10017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gerstein Fisher | New York | NY | 02/2016 | 11/2016 |
| Gfa Securities, Llc | New York | NY | 02/2016 | 11/2016 |
| People's Securities, Inc. | Bridgeport | CT | 11/2016 | 05/2017 |
| New York Life Insurance Co. | Austin | TX | 05/2019 | 08/2019 |
| Nylife Securities Llc | Austin | TX | 05/2019 | 08/2019 |
| Unemployed | Austin | TX | 01/2019 | 04/2019 |
| World Cup Schools | Chappaqua | NY | 11/2018 | 01/2019 |
| Unemployed | Mohegan Lake | NY | 06/2017 | 10/2018 |
| The Maddox Group | New York | NY | 09/2019 | 07/2021 |
| Northwestern Mutual | New York | NY | 10/2022 | 03/2024 |
| Unemployed | Mohegan Lake | NY | 08/2021 | 09/2022 |
| Guardian Life Insurance Company | New York | NY | 04/2024 | Present |
| Park Avenue Securities Llc | New York | NY | 01/2025 | Present |
| Guardian Life Insurance Company | Mohegan Lake | NY | 04/2024 | Present |
| Park Avenue Securities Llc | Mohegan Lake | NY | 01/2025 | Present |
1) Board of Directors-Hudson Valley Riverbank Historic Sites and Museum, Start date: 02/01/2025, Address: #2 Riverbank Lane Cornwall-On-Hudson NY 12550, 2 total hours per month; 2 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-23 |
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