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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-15 |
| CA | RA | APPROVED | 2022-08-19 |
| NY | RA | APPROVED | 2021-04-16 |
| IL | RA | APPROVED | 2019-12-11 |
Branch Locations
69 Monroe Avenue, Pittsford, NY 14534 • United States
Clifton Springs, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Fairport | NY | 06/2015 | 08/2017 |
| Nylife Securities Llc | Fairport | NY | 08/2015 | 08/2017 |
| Guardian Life Insurance Company | Rochester | NY | 08/2017 | 04/2022 |
| Park Avenue Securities | Rochester | NY | 09/2017 | 04/2022 |
| Guardian Life Insurance | Pittsford | NY | 04/2022 | 12/2022 |
| Park Avenue Securities | Pittsford | NY | 04/2022 | 12/2022 |
| Guardian Life Insurance | Sarasota | FL | 12/2022 | 01/2023 |
| Park Avenue Securities | Sarasota | FL | 12/2022 | 01/2023 |
| Guardian Life Insurance Company | Pittsford | NY | 01/2023 | Present |
| Park Avenue Securities | Pittsford | NY | 01/2023 | Present |
| Guardian Life Insurance Company | Clifton Springs | NY | 06/2024 | Present |
| Park Avenue Securities | Clifton Springs | NY | 06/2024 | Present |
1) Insurance other than Guardian, Start date: 08/01/2025, Address: 69 Monroe Ave. Pittsford, NY 14534, 1 total hour per month; 1 during securities trading hours, Investment related, Les than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-11 |
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