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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-23 |
| MD | RA | APPROVED | 2026-03-27 |
| VA | RA | APPROVED | 2025-07-22 |
| MA | RA | APPROVED | 2024-09-24 |
| OH | RA | APPROVED | 2024-05-22 |
| FL | RA | APPROVED | 2022-07-08 |
| SC | RA | APPROVED | 2021-05-26 |
| CA | RA | APPROVED | 2021-05-13 |
| NY | RA | APPROVED | 2021-04-16 |
| PA | RA | APPROVED | 2020-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Jamestown | NY | 08/2015 | Present |
| Park Avenue Securities Llc | Jamestown | NY | 11/2015 | Present |
1. KAFL-Independent contractor Life. LTC, DI, Start: 09/01/2015, Address: 85 Allen St. #300 Rochester, NY, 1 bus hr per month, Investment related, 2. Jurs Montgomery Brokerage- Broker, Start: 06/30/2020, Address: 1175 Pittsford-Victor Rd Suite 110 Pittsford, NY 14534, 1 total hour per month, 1 during securities trading hours, Investment related, Less than 10% annual compensation, 3. Chautauqua Blind Association Board Member, Start: 09/01/2021 Address: 510 W. 5th St Jamestown, NY 14701, 2 total hour per month, 0 during securities trading hours, Not investment related, 4) Frewsburg Central School-Board of Directors, Nature of Business: School board, Start date: 07/01/2026, Address: 26 Institute St. Frewsburg NY 14738, Duties: superintendent oversight, policy governance, fiscal stewardship, community representation, and accountability, 3 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-08 |
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