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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-31 |
| NY | RA | APPROVED | 2021-04-16 |
| NV | RA | APPROVED | 2021-03-17 |
| CA | RA | APPROVED | 2021-03-08 |
Branch Locations
25B Vreeland Road Suite 300, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cw Post | Brookville | NY | 08/2016 | 06/2017 |
| Commonwealth Financial Network | Waltham | MA | 06/2017 | 03/2018 |
| Kbk Wealth Management | New York | NY | 06/2017 | 03/2018 |
| Grassi & Co. | New York | NY | 03/2018 | Present |
| Life Planning Alliance | New York | NY | 10/2018 | Present |
| Guardian Life Insurance Co Of America | New York | NY | 10/2019 | 06/2021 |
| Park Avenue Securities, Llc | New York | NY | 10/2019 | 06/2021 |
| Guardian Life Insurance Company | Roseland | NJ | 06/2021 | 01/2025 |
| Park Avenue Securities | Roseland | NJ | 06/2021 | 01/2025 |
| Guardian Life Insurance Company | Florham Park | NJ | 01/2025 | Present |
| Park Avenue Securities | Florham Park | NJ | 01/2025 | Present |
1) Grassi Advisors- Employee of company who supports partners in the firm, Start: 11/13/2024, Address: 360 Madison Avenue, New York, NY 10017, 10 total hours per month; 10 during securities trading hours, Not investment related, More than 10% annual compensation, 2) Selling Insurance Products other than Guardian, Start: 06/20/2024, Address: 103 Eisenhower Parkway, Roseland, NJ 07068, 4 total hours per month, 4 during securities trading hours, Less than 10% annual compensation, Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-23 |
| S66 | Uniform Combined State Law Examination | 2014-01-16 |
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