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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-18 |
| VA | RA | APPROVED | 2023-09-11 |
| MA | RA | APPROVED | 2023-07-06 |
| PA | RA | APPROVED | 2023-01-27 |
| FL | RA | APPROVED | 2022-03-29 |
| CA | RA | APPROVED | 2022-03-28 |
| CT | RA | APPROVED | 2022-03-28 |
| NY | RA | APPROVED | 2022-03-28 |
| NC | RA | APPROVED | 2022-03-28 |
| NJ | RA | APPROVED | 2022-03-18 |
Branch Locations
50 Tice Blvd Suite 280, Woodcliff Lake, NJ 07677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allendale Community For Senior Living | Allendale | NJ | 04/2016 | 06/2020 |
| Holy Name Medical Center | Teaneck | NJ | 08/2018 | 08/2019 |
| The Valley Hospital | Ridgewood | NJ | 08/2018 | 09/2021 |
| Certified Financial Services | Paramus | NJ | 05/2020 | 09/2021 |
| Guardian Life Insurance Company | Paramus | NJ | 09/2021 | 07/2026 |
| Park Avneue Securities | Paramus | NJ | 09/2021 | 07/2026 |
| Guardian Life Insurance Company | Woodcliff Lake | NJ | 07/2026 | Present |
| Park Avneue Securities | Woodcliff Lake | NJ | 07/2026 | Present |
1) Harmony Financial Advisors, LLC-Manager/Owner, name under which I will market insurance and PAS sales, Start date: 04/04/2023, Address: 52 Forest Avenue, Paramus, NJ 07652, 5 total hours per month; 1 during securities trading hours, Investment related, No annual compensation, 2) LeTip Chapter-President, Start date: 10/01/2024, Address: 110 Summit Ave, Montvale, NJ 07645, 4 total hours per month; 4 during securities trading hours, Not investment related, No annual compensation, 3) Insurance other than Guardian, Start date: 08/27/2025, Address: 888 S. Harrison St., Suite 900 Fort Wayne, IN 46802, 10 total hours per month; 5 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-26 |
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