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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-18 |
| GA | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED_RES | 2024-04-12 |
| OH | RA | APPROVED | 2023-07-28 |
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2020-03-20 |
| CA | RA | APPROVED | 2020-01-29 |
| WA | RA | APPROVED | 2020-01-29 |
| FL | RA | APPROVED | 2019-04-01 |
Branch Locations
2901 Simms Street Suite C, Hollywood, FL 33020 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Hollywood | FL | 11/2010 | Present |
| Park Avenue Securities | Hollywood | FL | 03/2018 | Present |
1. Alive & Wealth, LLC - Co-founder and Member of Insurance and Planning Agency, Start: 07/01/2020, Address: 2901 Simms Street, Hollywood, FL 33021, 100 bus hrs per month, Investment related, >10% annual compensation, 2.) Power of Attorney - Wife, Start Date: 5/1/2023, Address: 5720 SW 33 Terrace Fort Lauderdale, FL 33312, 0 total hours per month; 0 during securities trading hours, Not Investment Related, No Annual Compensation, 3.) Zenix Insurance, LLC Start Date: 7/1/2023, Address: 2901 Simms Street, Hollywood, FL 33020, 0 total hours per month; 0 during securities trading hours, Investment Related, Less than 10% annual compensation, 4.) Power of Attorney (Mother), Start Date: 4/9/2024, Address: 5720 SW 33 Terrace, Fort Lauderdale, FL 33312, 2 total hours per month; 2 during securities trading hours, Not Investment Related, No Annual Compensation, 5) Board Member - Katz Yeshiva High School Boca Raton, Start Date: 9/15/2017, Address: 20900 Ruth and Baron Coleman Blvd, Boca Raton, Fl 33428, 4 hrs/mo; 0 hours during trading, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-03 |
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