Michael A Piccoli

Current Employers

Employment History

• 12/2008 → 03/2019
  Guardian
  Ny, NY
• 12/2008 → 03/2019
  Park Ave Securities
  Ny, NY
• 04/2019 → 02/2022
  Guardian Life Insurance
  West Palm Beach, FL
• 04/2019 → 02/2022
  Park Avenue Securities
  West Palm Beach, FL
• 02/2022 → Present
  Woodstock Wealth Management, Inc.
  West Palm Beach, FL

Previous Registrations

• 2009-05-08 → 2022-02-08
  Park Avenue Securities Llc
  New York, NY
  Tequesta, FL

Other Businesses

1. Sole Proprietor Insurance Agent for non-securities insurance Start: 01/01/2012, Address: 1501 Belvedere Road Suite 500-517 West Palm Beach, FL 33406, Hrs per month - tot/bus: 2/0 per month, Investment related, sell non-securities insurance 2) Shift Financial Group LLC, DBA for business relationship with Woodstock Wealth Management, Inc.; 100 percent owner Start: 10/17 Address: 1501 Belvedere Road Suite 500-517 West Palm Beach, FL 33406, 2 total hours per month; 0 during securities trading hours, Not Investment related, Operate office for Woodstock Wealth Management, Inc. and pay office expenses 3) Shift Financial Planning LLC, DBA for business relationship with Woodstock Wealth Management, Inc.; 100 percent owner Start: 11/24 Address: 1501 Belvedere Road Suite 500-517 West Palm Beach, FL 33406, 2 total hours per month; 0 during securities trading hours, Not Investment related, Operate office for Woodstock Wealth Management, Inc. and pay office expenses 4) Cambridge at Abacoa HOA Board-President, Start: 01/21, no ownership Address: 160 Waterford Drive Jupiter, FL 33458, 5 total hours per month; 0 during securities trading hours, Not investment related,

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-22
• S66 Uniform Combined State Law Examination
  2009-04-29

Other Names

• Michael Anthony Piccoli