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Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-07-12
TX RA APPROVED_RES 2014-01-17
VA RA APPROVED 2010-02-04
FL RA APPROVED 2009-01-23
NJ RA APPROVED 2009-01-15
  • PA RA
    APPROVED
    Since 2017-07-12
  • TX RA
    APPROVED_RES
    Since 2014-01-17
  • VA RA
    APPROVED
    Since 2010-02-04
  • FL RA
    APPROVED
    Since 2009-01-23
  • NJ RA
    APPROVED
    Since 2009-01-15

Branch Locations

10001 Tamiami Trail North Suite 205-217, Naples, FL 34108 • United States

14021 Metropolis Ave., Fort Myers, FL 33912 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Campuspeak Inc Aurora CO 06/2001 Present
Guardian Life Insurance Co Of America Fort Myers FL 01/2008 Present
Park Avenue Securities Llc Fort Myers FL 01/2008 Present
Guardian Life Insurance Co Of America Naples FL 09/2025 Present
Park Avenue Securities Llc Naples FL 09/2025 Present
  • 06/2001 → Present
    Campuspeak Inc
    Aurora, CO
  • 01/2008 → Present
    Guardian Life Insurance Co Of America
    Fort Myers, FL
  • 01/2008 → Present
    Fort Myers, FL
  • 09/2025 → Present
    Guardian Life Insurance Co Of America
    Naples, FL
  • 09/2025 → Present
    Naples, FL
Other Businesses

1. Doctors Asset Group-DBA , Start: 05/01/2012, Address; 14021 Metropolis Ave Fort Myers, Fl 33912 239-561-2900, 40 bus hrs per month, Investment related, 2. Faculty Medical Students-provide regular programs discussing the financial side of medicine. Discuss the importance of looking at an individual's financial world comprehensively,. Start: 05/01/2008, Address: Gulf Coast Hospital 13681 Doctor?s Way Fort Myers, FL 33912, 2 non bus hrs per month, Not investment related, 3) Soul Purpose Institute-consultant/coach to people in the financial services industry, Start: 08/01/2020, Address: 95 Canal Landing, Suite 7, Rochester, NY 14626, 10 total hours per month 10 during securities trading hours, Not investment related, Less than 10% annual compensation, 4) Baycrest Financial-name only to manage my commissions for tax purposes, Start: 03/01/2021, Address: 14380 Riva Del Lago Drive Unit 602 Fort Myers, FL 33907, 5 total hours per month 5 during securities trading hours, Investment related, Less than 10% annual compensation, 5) Baycrest Consultants LLC, Start: 04/01/2024, Address: 14380 Riva Del Lago Drive Unit 602 Fort Myers, FL 33907, 5 total hours per month; 5 during securities trading hours, Not Investment related, Less than 10% annual compensation,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-31
  • S66 Uniform Combined State Law Examination
    2008-12-31
Other Names
  • Ellot D Sokalsky

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