Joseph Gass

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 12/2016
  Open Kitchen Cafe
  Boca Raton, FL
• 07/2016 → 12/2017
  Florida Atlantic University
  Boca Raton, FL
• 01/2018 → 03/2018
  Dg Accounting, Inc
  Sunrsie, FL
• 04/2018 → 07/2018
  Ballymaloe Cookery College
  Shanagarry
• 08/2018 → 02/2021
  Dg Accounting, Inc
  Sunrise, FL
• 09/2018 → 11/2020
  The Cook And The Cork
  Coral Springs, FL
• 03/2021 → 09/2024
  New York Life Insurance Co
  Sunrise, FL
• 01/2022 → 09/2024
  Nylife Securities Llc
  Sunrise, FL
• 09/2024 → Present
  Guardian Life Insurance Company
  Sunrise, FL
• 09/2024 → Present
  Guardian Life Insurance Company
  Port Saint Lucie, FL
• 10/2024 → Present
  Park Avenue Securities
  Sunrise, FL
• 10/2024 → Present
  Park Avenue Securities
  Port Saint Lucie, FL

Other Businesses

1) Joseph Gass Financial Services, Start date: 08/17/2023 Address: 5701 N Pine Island Rd Suite 240 Tamarac, FL 33321, 10 total hours per month 8 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Independent Contractor for DG Accounting, Inc., Start Date: 1/1/2025, Address: 5701 N Pine Island Rd Suite 240 Tamarac, FL 33321, 20 total hours per month; 0 during securities trading hours, Not Investment related, Less than 10% annual compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-28
• S63 Uniform Securities Agent State Law Examination
  2023-10-24