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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-19 |
| IL | RA | APPROVED | 2026-01-14 |
| NC | RA | APPROVED | 2024-01-10 |
| CT | RA | APPROVED | 2023-08-03 |
| FL | RA | APPROVED | 2022-12-21 |
| MA | RA | APPROVED | 2022-04-24 |
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2020-09-18 |
| CA | RA | APPROVED | 2019-09-23 |
| AZ | RA | APPROVED | 2018-04-13 |
Branch Locations
1207 Troy Schenectady Road Suite 201, Latham, NY 12110 • United States
777 Third Ave Suite 1703, New York, NY 10017 • United States
225 Broadhollow Road Suite 105, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Latham | NY | 10/2015 | Present |
| Excelsior College | Albany | NY | 08/2016 | 07/2018 |
| Park Avenue Securities Llc | Latham | NY | 09/2016 | Present |
| Guardian Life Insurance Company | Melville | NY | 06/2023 | Present |
| Park Avenue Securities | Melville | NY | 06/2023 | Present |
| Guardian Life Insurance Company | New York | NY | 06/2023 | Present |
| Park Avenue Securities | New York | NY | 06/2023 | Present |
1. Battlefield Tour in Gettysburg Pennsylvania-I invite individuals in my network that includes family, friends, colleagues (some of whom are clients) to Gettysburg every Spring where I lead a battlefield tour,. Start: 05/01/2019, Address: 1195 Baltimore Pike Gettysburg PA 17325, 0 hrs per month, Not investment related, 2) Campground Business (500 Johnson Rd LLC)-owner, Start: 03/01/2022, Address: 500 Johnson Rd Adirondack NY 12808, 5-10 total hours per month; 0 during securities trading hours, Investment related, More than 10% annual compensation, 3) Condo Association Board Member-Officer, Start: 01/24/2022, Address: 73 Saratoga Rd Schenectady NY 12302, 3 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 4) Park Mountain Campground LLC-owner Start: 02/22/2022, Address: 500 Johnson Rd Adirondack NY 12808, 5-10 total hours per month; 5-10 during securities trading hours, Not investment related, Less than 10% annual compensation, 5) Insurance other than Guardian-Independent contractor, Nature of Business: Insurance sales, Start date: 09/01/2025, Address: 1207 Troy Schenectady Rd Suite 201 Latham NY 12110, Duties: Insurance other than Guardian 2 total hours per month; 2 during securities trading hours, Investment related, 6) Siena University- Board of Advisors, Nature of Business: University, Start date: 03/03/2025, Address: 515 Loudon Rd Loudonville NY 12211, Duties: advise the president of the university regarding business, 2 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-23 |
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