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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-31 |
| CO | RA | APPROVED | 2024-04-17 |
| NC | RA | APPROVED | 2024-03-08 |
| MA | RA | APPROVED | 2023-12-06 |
| DC | RA | APPROVED | 2023-11-06 |
| ME | RA | APPROVED | 2023-02-01 |
| AZ | RA | APPROVED | 2022-11-22 |
| NJ | RA | APPROVED | 2021-10-20 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2021-01-06 |
| SC | RA | APPROVED | 2021-01-06 |
| TX | RA | APPROVED_RES | 2020-01-27 |
| RI | RA | APPROVED | 2019-01-09 |
| CA | RA | APPROVED | 2017-04-20 |
| IL | RA | APPROVED | 2017-02-09 |
| CT | RA | APPROVED | 2013-07-18 |
Branch Locations
1207 Troy Schenectady Road Suite 201, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Albany | NY | 06/2013 | Present |
| Park Avenue Securities Llc | Albany | NY | 06/2013 | Present |
1) Advisory Board of NY for Finseca-Serve on the board of NAIFA NY a not for profit serving the financial industry and it's representatives, Start: 08/01/2019, Address: 17 Elk St #3; Albany, NY 12207, 3 total hours per month; 2 during securities trading hours, Not investment related, No annual compensation, 2) Clifton Park Industrial Development Agency Board Member-Help provide guidance as a board member to the town on business locating to the area. Discuss impact on resources, Start: 11/06/2023, Address: 1 Town Hall Plaza Clifton Park Ny 12065, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 3) Innovative Underwriters/Ash Brokerage-Insurance outside of Guardian, broker, Start: 08/01/2025, Address: 1207 Troy Schenectady Rd, Ste 201, Latham, NY 12110, 10 total hours per month; 2 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-05 |
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