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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-01 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
1075 Route 112, Port Jefferson Station, NY 11776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Jericho | NY | 11/2014 | 03/2018 |
| Guardian Life Ins | Jericho | NY | 11/2014 | 03/2018 |
| Guardian Life Insurance | Miller Place | NY | 03/2018 | 06/2019 |
| Park Avenue Securities | Miller Place | NY | 03/2018 | 06/2019 |
| Guardian Life Insurance | Port Jefferson Station | NY | 06/2019 | Present |
| Park Avenue Securities | Port Jefferson Station | NY | 06/2019 | Present |
1) Insurance Sales-Insurance products sales other than those offered through Guardian and its subsidiaries, Start: 06/02/2015, Address: 1075 Route 112 Port Jefferson Station, NY 11776, 5 total hours per month; 5 during securities trading hours, Investment related, Less than 10% annual compensation, 2) McNamara Charity Golf Outing-Board member, Start: 01/01/2024, Address: 99 Quaker Meeting House Rd. Farmingdale, NY 11735, 1 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
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