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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-22 |
| CO | RA | APPROVED | 2025-07-31 |
| GA | RA | APPROVED | 2025-03-17 |
| OH | RA | APPROVED | 2025-01-24 |
| MD | RA | APPROVED | 2024-08-14 |
| NC | RA | APPROVED | 2024-02-26 |
| IA | RA | APPROVED | 2023-09-11 |
| TX | RA | APPROVED_RES | 2023-04-19 |
| CA | RA | APPROVED | 2021-12-03 |
| DC | RA | APPROVED | 2021-10-25 |
| NY | RA | APPROVED | 2021-04-16 |
| SC | RA | APPROVED | 2019-11-19 |
| VT | RA | APPROVED | 2019-08-09 |
| MA | RA | APPROVED | 2018-05-21 |
| CT | RA | APPROVED | 2016-04-20 |
| PA | RA | APPROVED | 2014-04-30 |
| NJ | RA | APPROVED | 2014-03-28 |
| FL | RA | APPROVED | 2014-03-20 |
Branch Locations
17 Lumber Road Suite 11, Roslyn, NY 11576 • United States
Melville, NY • United States
13256 Harbour Ridge Blvd, Palm City, FL 34990 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Westbury | NY | 08/2009 | 07/2017 |
| Pas | Westbury | NY | 04/2011 | 07/2017 |
| Nrl Wealth | Westbury | NY | 01/2010 | Present |
| Guardian Life Insurance Company | Roslyn | NY | 07/2017 | Present |
| Park Avenue Securities Llc | Roslyn | NY | 07/2017 | Present |
| Guardian Life Insurance Company | Melville | NY | 06/2024 | Present |
| Guardian Life Insurance Company | Palm City | FL | 06/2024 | Present |
| Park Avenue Securities | Melville | NY | 06/2024 | Present |
| Park Avenue Securities | Palm City | FL | 06/2024 | Present |
1. Consulting Occassional consulting, chemicals Start: 01/01/2014 Address: 10 Sycamore Strreet; Melville, NY 11747 1 non bus hr per month Not investment related 2. Insurance Sales Health Care broker and other fixed insurance products Start: 1/1/2009 Address: Brio Consulting NY, NY Liberty Financial Melville, NY 2 non bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-20 |
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