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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-10 |
| MA | RA | APPROVED | 2022-03-24 |
| RI | RA | APPROVED | 2022-03-24 |
| MI | RA | APPROVED | 2022-03-21 |
| AZ | RA | APPROVED | 2022-03-02 |
| SC | RA | APPROVED | 2022-02-28 |
| WA | RA | APPROVED | 2022-02-23 |
| NY | RA | APPROVED | 2021-04-16 |
| NV | RA | APPROVED | 2021-02-11 |
| VT | RA | APPROVED | 2020-02-21 |
| NC | RA | APPROVED | 2019-06-05 |
| PA | RA | APPROVED | 2011-04-05 |
| KY | RA | APPROVED | 2010-12-21 |
| FL | RA | APPROVED | 2010-01-26 |
| CT | RA | APPROVED | 2010-01-20 |
| MD | RA | APPROVED | 2010-01-20 |
| VA | RA | APPROVED | 2010-01-20 |
| CA | RA | APPROVED | 2010-01-12 |
| NJ | RA | APPROVED | 2003-02-25 |
Branch Locations
17 Lumber Rd Suite 11, Roslyn, NY 11576 • United States
17 Lumber Road Suite 11, Roslyn, NY 11576 • United States
38B Grove Street Unit 1B, Ridgefield, CT 06877 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | New York | NY | 02/1991 | 07/2017 |
| Park Avenue Securities Llc | Westbury | NY | 05/1999 | 07/2017 |
| Guardian Life Insurance Company | Roslyn | NY | 07/2017 | Present |
| Park Avenue Securities Llc | Roslyn | NY | 07/2017 | Present |
| Guardian Life Insurance Company Of America | Armonk | NY | 09/2018 | 09/2024 |
| Park Avenue Securities | Armonk | NY | 09/2018 | 09/2024 |
| Guardian Life Insurance Company | Ridgefield | CT | 09/2024 | Present |
| Park Avenue Securities | Ridgefield | CT | 09/2024 | Present |
1. Group Health Benefits-Refer group insurance clients to a insurance agency Start: 01/01/2000 Address: Ste 11, 17 lumber Rd Roslyn' NY 11576, 3 bus hrs per month Investment related 2. John A. Limongelli LLC-Account to receive commissions. I do not promote the name or account etc Start: 01/01/2005 Address: Ste 11, 17 lumber Rd Roslyn' NY 11576, 0 hrs per month Not investment related 3. Life Insurance Premium Financing-Life Policies being bought with funds borrowed from a bank or financial institution. Start: 04/26/2012 Address: Ste 11, 17 lumber Rd Roslyn' NY 11576, 3 bus hrs per month Not investment related 4. NRL STRATEGIES LLC-Business loan referral fees Start: 01/01/2012 Address: Ste 11, 17 lumber Rd Roslyn' NY 11576, 5 non bus hrs per month Investment related 5. Property and Casualty insurance-Refer clients to an agency Start: 01/01/2003 Address: 1981 Marcus Avenue Lake Success, NY 11042 0 hrs per month Investment related 6. Real Estate referrals-Referring commercial real estate. Start: 06/04/2012 Address: Ste 11, 17 lumber Rd Roslyn' NY 11576, 1 non bus hr per month Investment related 7. Residential mortgage referrals-Refer residential mortgages Start: 02/18/2015 Address: Ste 11, 17 lumber Rd Roslyn' NY 11576, 1 non bus hr per month Not investment related 8. John A. Limongelli Family Business Trust Family Trust to hold investments such as mutual Funds Start: 04/24/2009 Address: 8 Gracewood Ct Cove Neck, NY 11771 1 non bus hr per month 9. Financing referrals-clients for residential / Commercial and Premium financing to Wilmington Trust Start: 08/26/2019 Address: Ste 11, 17 lumber Rd Roslyn' NY 11576, 1 bus hr per month Not investment related 10) BOAC-Advisory Council of professionals that meet to advise business owners on exit planning, estate planning, tax planning etc Start: 11/12/2019 Address: n/a 2 total hours per month, 0 during securities trading hours Not Investment related No annual compensation 11) Northeast Financial Network Holdings-New general agency name Start: 10/01/2020 Address: 1150 Raritan rd #201, Cranford, NJ 07016 160 total hours per month, 160 during securities trading hours Investment related More than 10% annual compensation 12) Selling benefits through staffing and PEO arrangements-Offering clients a way to gain less expensive health insurance and other benefits by entering into relationships with staffing and PEO companies, Start: 06/01/2021, Address: 122 Dickenson Ave Toms River NJ 08753, 0 total per month, Investment related, Less than 10% annual compensation, 13) NRL wealth creation strategies LLC-ownership (entity not currently being used), Start: 02/28/2023, Address: Ste 11, 17 lumber Rd Roslyn' NY 11576, 0 total per month, Not investment related, No annual compensation, 14) Financial group LLC -ownership (entity not currently being used), Start: 02/28/2023, Address: 17 lumber Rd Roslyn' NY 11576, 0 total per month, Not investment related, No annual compensation, 15) Statera Private-owner, Nature of Business: LLC to receive overrides, Start date: 08/01/2026, Address: 1000 Woodbury Rd, Woodbury, NY 11797 suite 401, Duties: owner, 160 total hours per month; 160 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-09 |
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