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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-05 |
| NC | RA | APPROVED | 2022-04-12 |
| CT | RA | APPROVED | 2021-12-09 |
| FL | RA | APPROVED | 2021-05-19 |
| NJ | RA | APPROVED | 2021-05-10 |
| NY | RA | APPROVED | 2021-04-16 |
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
100 Jericho Quadrangle Suite 332, Jericho, NY 11753 • United States
Albertson, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Jerchio | NJ | 10/2014 | Present |
| Merrill Industrial | Ft Louderdale | FL | 01/2001 | Present |
| Park Ave Securities | Jerchio | NJ | 05/2015 | Present |
| Guardian Life Insurance Co Of America | New York | NY | 04/2018 | Present |
| Park Avenue Securities | New York | NY | 04/2018 | Present |
| Guardian Life Insurance Co Of America | Rye Brook | NY | 04/2018 | Present |
| Park Avenue Securities | Rye Brook | NY | 04/2018 | Present |
| Guardian Life Insurance Company | Albertson | NY | 06/2024 | Present |
| Park Avenue Securities | Albertson | NY | 06/2024 | Present |
1) Ash Brokerage-Selling outside carriers insurance products (other than guardian). Through ash brokerage, Start date: 09/18/2025, Address: 437 Madison Avenue, 29th Floor New York, New York 10022, 5 total hours per month; 5 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-28 |
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