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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-24 |
| OR | RA | APPROVED | 2025-10-30 |
| OH | RA | APPROVED | 2025-09-10 |
| GA | RA | APPROVED | 2025-08-21 |
| SC | RA | APPROVED | 2025-04-15 |
| FL | RA | APPROVED | 2025-03-04 |
| MD | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED | 2025-03-03 |
| NC | RA | APPROVED | 2024-12-10 |
| AZ | RA | APPROVED | 2023-11-07 |
| NY | RA | APPROVED | 2023-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vornado Realty Trust | New York | NY | 06/2019 | 04/2020 |
| Student | Cold Spring | NY | 01/2011 | 06/2019 |
| Unemployed | Cold Spring | NY | 04/2020 | 09/2020 |
| Corelogic | Rochester | NY | 09/2020 | 02/2021 |
| Guardian Life Insurance Co Of America, Inc | Buffalo | NY | 02/2021 | Present |
| Park Avenue Securities, Llc | Buffalo | NY | 10/2021 | Present |
1) Financial Wellness Playbook Presentations-providing a financial education/wellness presentations for various groups as an independent contractor, Start date: 10/09/2023. Address: online, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Insurance other than Guardian, Start date: 08/11/2025, Address: 600 Delaware Ave. Buffalo NY 14202, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-07 |
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