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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-01 |
| MA | RA | APPROVED | 2022-05-10 |
| NY | RA | APPROVED | 2021-04-16 |
| CO | RA | APPROVED | 2021-02-22 |
| AZ | RA | APPROVED | 2020-06-23 |
| ME | RA | APPROVED | 2017-08-10 |
| WA | RA | APPROVED | 2015-11-13 |
| VA | RA | APPROVED | 2015-03-19 |
| MI | RA | APPROVED | 2014-02-10 |
| NH | RA | APPROVED | 2014-02-06 |
| PA | RA | APPROVED | 2013-07-19 |
| NC | RA | APPROVED | 2007-10-12 |
| CA | RA | APPROVED | 2006-01-23 |
| FL | RA | APPROVED | 2003-02-03 |
| NJ | RA | APPROVED | 2003-01-27 |
| CT | RA | APPROVED | 2001-01-10 |
Branch Locations
2255 Glades Road 324A, Boca Raton, FL 33431 • United States
200 Broadhollow Road Suite 405, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Melville | NY | 01/2015 | Present |
| Guardian Life Insurance Company | Melville | NY | 01/2015 | Present |
| Guardian Life Insurance Company | Boca Raton | FL | 09/2025 | Present |
| Park Avenue Securities Llc | Boca Raton | FL | 09/2025 | Present |
1. Consultant / Gehrson Lehrman Group- Third party provider advises clients of my areas of expertise., Start: 01/02/2007, Address: Gerson Lehrman Group, Inc. 845 Third Avenue, 13th Floor, New York, NY 10022, 1 bus hr per month, Not investment related, 2. Insurance Sales - Outside Guardian- On occasion I have necessity to obtain coverage for clients who are not ideal risks for Guardian.Typically have written term life or long term care business, group and fixed annuities, Start: 04/15/1991, Address: Forest Hills Financial Group 200 Broadhollow Rd., Suite 405, Melville, NY, 11747, 3 bus hrs per month, Investment related, 3. Gotham Networking-I belong to a business to business networking and resource group., Start: 01/02/2005, Address: 485 Madison Ave., New York, NY, 10022, 2 bus hrs per month, Not investment related, 4. Businesses of Superior Standards (B.O.S.S.)-I am networking facilitator for a marketing co-operative, Start: 01/02/2008, Address: 1490 N. Clinton Ave., Bayshore, NY, 11706, 2 bus hrs per month, Not investment related, 5. END (Executive Network for Divorcees)-END is an informal resource group including individuals from different disciplines helping divorcing couples to access resources related to divorce., Start: 06/06/2018, Address: 200 Broadhollow Rd. Melville, NY, 11747, 2 bus hrs per month, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-18 |
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