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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-03-17 |
| OH | RA | APPROVED | 2024-11-29 |
| MN | RA | APPROVED | 2022-10-03 |
| VA | RA | APPROVED | 2022-02-24 |
| NY | RA | APPROVED | 2021-04-16 |
| MA | RA | APPROVED | 2021-03-02 |
| WI | RA | APPROVED | 2019-09-16 |
| CT | RA | APPROVED | 2016-07-15 |
| CA | RA | APPROVED | 2016-06-09 |
| IL | RA | APPROVED | 2016-05-11 |
| DC | RA | APPROVED | 2015-07-07 |
| CO | RA | APPROVED | 2014-06-11 |
| FL | RA | APPROVED | 2013-12-04 |
| MD | RA | APPROVED | 2013-08-06 |
| TX | RA | APPROVED | 2013-08-06 |
| NJ | RA | APPROVED | 2012-07-03 |
| PA | RA | APPROVED | 2012-03-07 |
Branch Locations
437 Madison Avenue 29Th Floor, New York, NY 10022 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voice-Overs | New York | NY | 09/2009 | Present |
| Guardian Life Insurance Company | New York | NY | 12/2011 | Present |
| Park Avenue Securities | New York | NY | 01/2012 | Present |
| Guardian Life Insurance Company | New York | NY | 06/2024 | Present |
| Park Avenue Securities | New York | NY | 06/2024 | Present |
1. Insurance Outside Guardian-Selling group health insurance, long-term care insurance, property and casualty insurance, disability insurance, life insurance, and annuities offered by other insurance companies. Start: 06/01/2013, Address: 437 Madison Avenue, 29th Fl, New York, NY 10022, 15 total hours per month; 5 during securities trading hours, Investment related, More than10% annual compensation, 2. Voice-Overs-Creating voice-overs for narrations, promos, trailers, and commercials. Start: 12/10/2010, Address: 20 Exchange Pl, 1415, New York, NY 10005, Hrs per month - tot/bus: 8/1, Not investment related, 3. Writing-Authoring a children's books series. Start: 11/11/2011, Address: 20 Exchange Pl, 1415, New York, NY 10005, 5 non bus hrs per month, Not investment related, 4. Speaking/Coaching-Speaking/coaching people on various aspects of life: career transition, networking, general money topics (i.e. as it relates to behavior, lifestyle choices, Start: 05/15/2018, Address: 20 Exchange Pl, 1415, New York, NY 10005, Hrs per month - Tot/Bus: 5/3, Not investment related, 5) Financial Coaching/Education-Independent Contractor, Nature of Business: Financial coaching/teaching, Start date: 04/15/2026, Address: 1 Wall Street, #922 New York, NY 10005, Duties: coach/trainer, 5 total hours per month; 5 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-02 |
| S66 | Uniform Combined State Law Examination | 2008-07-08 |
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