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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-09-08 |
| PA | RA | APPROVED | 2023-01-19 |
| NC | RA | APPROVED | 2022-11-04 |
| NH | RA | APPROVED | 2022-08-25 |
| LA | RA | APPROVED | 2021-09-30 |
| SC | RA | APPROVED | 2021-09-10 |
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED | 2020-10-02 |
| CA | RA | APPROVED | 2019-08-29 |
| GA | RA | APPROVED | 2019-01-10 |
| MA | RA | APPROVED | 2018-12-20 |
| CO | RA | APPROVED | 2018-12-19 |
| RI | RA | APPROVED | 2016-07-06 |
| NJ | RA | APPROVED | 2011-12-12 |
| FL | RA | APPROVED | 2009-10-08 |
| CT | RA | APPROVED | 2005-08-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Park Avenue Securities | Avon | CT | 04/2014 | Present |
| Guardian Life Insurance | Avon | CT | 04/2014 | Present |
1. Insurance other than Guardian Term Life, LTC, DI, Fixed annuities Start date: 04-21-2014 Address: 7 Towpath Lane, Avon CT 06001 12 bus hrs per month Investment related >10% annual compensation 2. Secure Financial Group, LLC Term Life, LTC, DI, Fixed annuities Start date: 04-21-2014 Address: 7 Towpath Lane, Avon CT 06001 10 bus hrs per month Investment related 3. Secure Financial Properties, LLC Building was purchased with two Tenants. Start: 02/22/2017 Address: 7 Towpath Lane, Ste. 3 Avon, Ct. 06001 10 bus hrs per month Investment related 4. Wealth and Wisdom Institute, LLC Advisor- Presidents Advisory Council. Len Renier asks me for ideas and input for his Books and Councils, along with four others. Start: 02/06/2014 Address: N/A 2 non bus hrs per month Not investment related 5. The Life Farm Company, Director, Non-Profit Farm, I will give advice pertaining to various activities and events that can be offered to Children and Seniors at the Farm, Start: 01/01/2023, Address: 2389 Main Street, STE 100, Glastonbury, CT 06033, 1 total business hour per month / 0 during securities trading hours, No annual compensation, Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-05 |
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