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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-04 |
| ME | RA | APPROVED | 2026-01-12 |
| DE | RA | APPROVED | 2025-08-08 |
| GA | RA | APPROVED | 2024-08-14 |
| OH | RA | APPROVED | 2024-02-28 |
| KY | RA | APPROVED | 2024-02-27 |
| SC | RA | APPROVED | 2023-08-01 |
| RI | RA | APPROVED | 2023-05-08 |
| VA | RA | APPROVED | 2022-08-17 |
| CT | RA | APPROVED | 2021-09-24 |
| VT | RA | APPROVED | 2021-05-21 |
| NY | RA | APPROVED | 2021-04-16 |
| MD | RA | APPROVED | 2020-10-19 |
| MN | RA | APPROVED | 2020-09-22 |
| DC | RA | APPROVED | 2018-09-05 |
| TX | RA | APPROVED_RES | 2018-08-27 |
| PA | RA | APPROVED | 2018-07-16 |
| FL | RA | APPROVED | 2018-06-08 |
| MA | RA | APPROVED | 2018-01-17 |
| NC | RA | APPROVED | 2018-01-16 |
| IL | RA | APPROVED | 2017-06-16 |
| CA | RA | APPROVED | 2016-07-07 |
| CO | RA | APPROVED | 2016-03-08 |
| NJ | RA | APPROVED | 2015-03-12 |
Branch Locations
437 Madison Avenue 29Th Floor, New York, NY 10022 • United States
800 Westchester Avenue 4Th Floor Suite N409, Rye Brook, NY 10573 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | New York | NY | 07/2012 | Present |
| Park Avenue Securities | New York | NY | 09/2012 | Present |
| Strategies For Wealth | New York | NY | 06/2012 | Present |
| Guardian Life Insurance | Rye Brook | NY | 04/2021 | Present |
| Park Avenue Securities | Rye Brook | NY | 04/2021 | Present |
| Guardian Life Insurance Company | Brooklyn | NY | 06/2024 | Present |
| Park Avenue Securities | Brooklyn | NY | 06/2024 | Present |
1. Outside Insurance- sell insurance outside of Guardian, Start: 01/01/2014 Address: 437 Madison Ave, 29th Floor NY NY 10022 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 2. Hilton Head Short Term Rental, Start Date: 4/23/2024, Address: 24 Cartgate Dr., Hilton Head, SC 29928, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-17 |
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