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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-01 |
| FL | RA | APPROVED | 2025-08-07 |
| NJ | RA | APPROVED | 2025-08-06 |
| PA | RA | APPROVED | 2025-08-06 |
| NY | RA | APPROVED | 2025-07-15 |
Branch Locations
777 Third Ave Suite 1703, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 12/2005 | 05/2020 |
| Citi | New York | NY | 05/2020 | 10/2021 |
| Self Employed | New York | NY | 10/2021 | Present |
| Guardian Life Insurance Company | New York | NY | 08/2023 | Present |
| Park Avenue Securities | New York | NY | 05/2025 | Present |
1) Real Steel Honda Racing, Working for motorcycle race team participating in 2025 MotoAmerica series. Setup/teardown of paddock presence, mechanic/tech, and various other tasks. Start Date: 4/30/2025, Address: 1888 Rock Hill Road, Aubrey, TX 76227, 20 total hours per month; 10 during securities trading hours, Not Investment Related, Less than 10% annual compensation, 2) Insurance other than Guardian-Independent contractor, Nature of Business: Insurance sales, Start date: 06/08/2026, Address: 777 Third Avenue, Suite 1703, New York, NY 10017, Duties: Insurance other than Guardian 16 total hours per month; 15 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-05 |
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