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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| CT | RA | APPROVED | 2021-02-24 |
| NJ | RA | APPROVED | 2019-05-14 |
Branch Locations
900 Stewart Avenue Suite 500, Garden City, NY 11530 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | Garden City | NY | 01/1992 | Present |
| Park Avenue Securities Llc | Garden City | NY | 05/1999 | Present |
1. Royal Brokerage-Working with Royal Brokerage current clients that require personal & business insurance planning Start: 12/12/2013 Address: 1 John St. Suite 200; Babylon, NY 11702 5 bus hrs per month Investment related 2. WMK & Associates, LLC-DBA - Provide the same services as I do now as a FR. Start: 04/17/2012 Address: 900 Stewart Avenue Suite 500 Garden City, NY 11530 80 hours per month; 80 during trading hours Investment related 3. Synthetic Fiber Group, LLC-Outside Private Placement Investment Start: 05/03/2017 Address: 401 E Virginia Street Tallahassee, FL 32301 0 total hours per month Investment related 4. Trustee of Family Member 2016 DYNASTY TRUST-Trustee Start: 03/03/2016 Address: 46 I.U. Willets Road, Old Westbury, NY 11568 0 total hours per month Not investment related 5) Michael D. Katz Irrevocable 2020 Trust-trustee Start: 08/03/2020 Address: 7955 Fisher Is Drive Miami Beach, FL 33109 0 total hours per month Not investment related No compensation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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