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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2023-08-02 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Woodbury | NY | 01/2011 | 03/2021 |
| Park Avenue Securities Llc | Woodbury | NY | 01/2011 | 03/2021 |
| Guardian Life Insurance Company | Melville | NY | 03/2021 | 07/2023 |
| Park Avenue Securities | Melville | NY | 03/2021 | 07/2023 |
| Bull Harbor Capital, Llc | Bethesda | MD | 08/2023 | Present |
1. Co-owner - FIN Creative-Part owner of a graphic design firm,. Start: 09/17/2018, Address: 270 Carleton Drive East, Shirley NY 11967, 0 hrs per month, Not investment related, 2) Salazar and Associates, LLC-Started this company in order to organize and better manage hiring an employee,. Start: 04/01/2019, Address: 225 Broadhollow Road, Suite 105 Melville, NY 11747, 0 total hours per month, Not investment related, No annual compensation, 3) Valent Wealth-DBA, Start: 01/01/2022, Address: 225 Broadhollow Road, Suite 105 Melville, NY 11747, 100 hours per month 100 during securities trading hours, Investment related, No annual compensation, 4) POA and Health Proxy,- POA and Health Proxy for my younger brother, Start: 10/01/2022, Address: 270 Carlton Drive East. Shirley NY 11, 1 hours per month ; 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-08 |
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