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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-01 |
Branch Locations
437 Madison Avenue 29Th Floor, New York, NY 10022 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cowgirl Advisory Group | New York | NY | 01/2023 | 08/2024 |
| Lex Markets | New York | NY | 10/2020 | 12/2022 |
| Ey | New York | NY | 06/2012 | 10/2020 |
| Guardian Life Insurance Company | New York | NY | 02/2025 | Present |
| Park Avenue Securities | New York | NY | 05/2025 | Present |
| Strageties For Wealth | New York | NY | 09/2024 | 02/2025 |
1) Cowgirl Advisory Group LLC- Part Owner, Start date: 01/09/2023, Address: 1 W 67th St Apt 401New York NY 10023, 0 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation, 2) Selling merchandise for sports and entertainment- Start date: 09/13/2025, Address: 1 E 161st St, Bronx, NY 10451, 8 total hours per month 0 during securities trading hours, Not Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-08 |
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