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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-16 |
| NJ | RA | APPROVED | 2026-03-26 |
| AZ | RA | APPROVED | 2026-03-16 |
| LA | RA | APPROVED | 2025-11-04 |
| RI | RA | APPROVED | 2025-10-27 |
| NY | RA | APPROVED | 2025-07-15 |
Branch Locations
200 Broadhollow Road Suite 405, Melville, NY 11747 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2014 | 12/2019 |
| Guardian Life Insurance Company | Woodbury | NY | 08/2020 | 07/2021 |
| Park Avenue Securities | Woodbury | NY | 08/2020 | 07/2021 |
| Raymond James Financial Services | Smithtown | NY | 08/2021 | 03/2022 |
| Raymond James Financial Services Advisors, Inc. | Smithtown | NY | 01/2022 | 03/2022 |
| Hendel Wealth Management Group | Smithtown | NY | 08/2021 | 03/2022 |
| Wealth Advisory Group | Melville | NY | 08/2020 | 09/2021 |
| Verizon Business Group | Melville | NY | 01/2020 | 07/2020 |
| Northwestern Mutual Investment Services Llc | Melville | NY | 05/2015 | 12/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2017 | 12/2019 |
| Robert Kilroy | Melville | NY | 03/2022 | 12/2024 |
| Northwestern Mutual Investment Services Llc | Melville | NY | 03/2022 | 12/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2022 | 12/2024 |
| Kingswood Wealth Advisors | New York | NY | 12/2024 | 02/2025 |
| Guardian Life Insurance Company | Melville | NY | 08/2021 | Present |
| Park Avenue Securities Llc | Melville | NY | 06/2025 | Present |
1) PGP- Health insurance brokerage Start date: 02/01/2021 Address: 225 Wireless Blvd, Suite 200 Hauppauge, NY 11788 15 total hours per month, 15 during securities trading hours Investment related More than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-02 |
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