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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-21 |
| PA | RA | APPROVED | 2025-06-25 |
| MA | RA | APPROVED | 2024-04-18 |
| ME | RA | APPROVED | 2024-04-08 |
| NC | RA | APPROVED | 2023-04-05 |
| VA | RA | APPROVED | 2023-02-27 |
| FL | RA | APPROVED | 2022-04-14 |
| VT | RA | APPROVED | 2021-09-22 |
| NY | RA | APPROVED | 2021-04-16 |
| CA | RA | APPROVED | 2019-02-28 |
| MI | RA | APPROVED | 2017-05-26 |
| MO | RA | APPROVED | 2017-05-26 |
| OK | RA | APPROVED | 2017-05-26 |
Branch Locations
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 | Rochester | NY | 07/1998 | 09/2017 |
| Park Avenue Securities Llc | Buffalo | NY | 05/1999 | 09/2017 |
| Guardian Life Insurance Company | Rochester | NY | 09/2017 | 04/2022 |
| Park Avenue Securities | Rochester | NY | 09/2017 | 04/2022 |
| Guardian Life Insurance | Pittsford | NY | 04/2022 | Present |
| Park Avenue Securities | Pittsford | NY | 04/2022 | Present |
1) Insurance Other Than Guardian, Start: 07/30/2025, Address: 69 Monroe Avenue Pittsford, NY 14534, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-14 |
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