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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-27 |
| MA | RA | APPROVED | 2024-06-14 |
| NH | RA | APPROVED | 2022-11-02 |
| NV | RA | APPROVED | 2021-09-17 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2020-12-07 |
| ME | RA | APPROVED | 2019-12-12 |
| PA | RA | APPROVED | 2018-01-11 |
| CA | RA | APPROVED | 2017-06-16 |
| NJ | RA | APPROVED | 2003-02-25 |
Branch Locations
92 East Main Street Suite 203A, Somerville, NJ 08876 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Planning Alliance, Llc | Bridgewater | NJ | 10/1999 | Present |
| The Guardian Life Insurance Co. | Iselin | NJ | 07/2013 | 02/2018 |
| Park Avenue Securities Llc | Iselin | NJ | 07/2013 | 02/2018 |
| Park Avenue Securities | Somerville | NJ | 02/2018 | Present |
| Guardian Life Insurance | Somerville | NJ | 02/2018 | Present |
1. Selling non-Guardian Insurance Products, Start: 05/05/1990, Address: 92 East Main Street, Somerville NJ 08876, 30 total business hours per month / 30 during securities trading hours, Less than 10% annual compensation, Investment related, 2. Board Member Treasurer for Montgomery Lacrosse club- town recreational lacrosse program. Board member and write checks for referees for games Start: 02/15/2019 Address: Rocky Hill , NJ, 2 total business hours per month / 0 during securities trading hours, No annual compensation, Not investment related, 3. Trustee-wife trust, Start: 11/01/2020, Address: 6 Matthews Farm Road Belle Mead NJ 08502, 2 total business hours per month / 2 during securities trading hours, No annual compensation, Investment related, 4. National Wealth Advisory Group, LLC, Owner with Spouse, LLC created for tax purposes, Start: 01/02/2022, Address: 6 Matthews Farm Road, Belle Mead, NJ 08502, 2 total business hours per month / 2 during securities trading hours, Less than 10% annual compensation, Investment related, 5. Board Member for Princeton Academy of the Sacred Heart, Start: 09/15/2024, Address: 1128 Great Road Princeton NJ 08540, 5 total business hours per month / 1 during securities trading hours, No annual compensation, Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-02 |
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