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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-22 |
| KY | RA | APPROVED | 2025-09-11 |
| MD | RA | APPROVED | 2025-03-07 |
| RI | RA | APPROVED | 2024-09-19 |
| OH | RA | APPROVED | 2024-07-15 |
| MI | RA | APPROVED | 2024-03-26 |
| ME | RA | APPROVED | 2023-10-31 |
| DC | RA | APPROVED | 2023-04-26 |
| WA | RA | APPROVED | 2023-03-02 |
| IL | RA | APPROVED | 2022-11-02 |
| VA | RA | APPROVED | 2022-09-28 |
| FL | RA | APPROVED | 2022-03-07 |
| VT | RA | APPROVED | 2022-02-23 |
| CO | RA | APPROVED | 2021-09-23 |
| MA | RA | APPROVED | 2021-07-30 |
| AZ | RA | APPROVED | 2021-07-12 |
| CA | RA | APPROVED | 2021-06-21 |
| CT | RA | APPROVED | 2021-06-21 |
| NJ | RA | APPROVED | 2021-06-21 |
| NY | RA | APPROVED | 2021-06-21 |
| NC | RA | APPROVED | 2021-06-21 |
| PA | RA | APPROVED | 2021-06-21 |
| TX | RA | APPROVED | 2021-06-21 |
Branch Locations
437 Madison Avenue 29Th Floor, New York, NY 10022 • United States
Mamaroneck, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iona College | New Rochelle | NY | 06/2014 | 05/2018 |
| Major League Baseball | New York | NY | 05/2018 | 09/2018 |
| Merrill Lynch | New York | NY | 09/2018 | 12/2018 |
| Strategies For Wealth | New York | NY | 01/2019 | Present |
| Guardian Life Insurance Company | New York | NY | 01/2019 | Present |
| Park Avenue Securities | New York | NY | 01/2019 | Present |
| Guardian Life Insurance Company | Mamaroneck | NY | 06/2024 | Present |
| Park Avenue Securities | Mamaroneck | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-15 |
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