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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-27 |
| CO | RA | APPROVED | 2026-01-27 |
| FL | RA | APPROVED | 2026-01-27 |
| MI | RA | APPROVED | 2026-01-27 |
| NJ | RA | APPROVED | 2026-01-27 |
| ND | RA | APPROVED | 2026-01-27 |
| SC | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED | 2025-05-07 |
| NY | RA | APPROVED | 2021-04-16 |
| CT | RA | APPROVED | 2014-02-06 |
| PA | RA | APPROVED | 2014-02-06 |
| NC | RA | APPROVED | 2007-10-12 |
Branch Locations
200 Broadhollow Road Suite 405, Melville, NY 11747 • United States
535 Fifth Avenue 13Th Floor, New York, NY 10017 • United States
5 Vaughn Drive Suite 320, Princeton, NJ 08540 • United States
Palm Desert, CA • United States
South Hampton, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | New York | NY | 05/1999 | Present |
| Park Avenue Securities Llc | Melville | NY | 12/2011 | Present |
| Guardian Life Insurance | Melville | NY | 12/2011 | Present |
| Guardian Life Insurance Company | New York | NY | 04/2006 | Present |
| Park Avenue Securities Llc | New York | NY | 04/2006 | Present |
| Guardian Life Insurance | South Hampton | NY | 06/2024 | Present |
| Park Avenue Securities Llc | South Hampton | NY | 06/2024 | Present |
| Guardian Life Insurance | Palm Desert | CA | 06/2024 | Present |
| Park Avenue Securities Llc | Palm Desert | CA | 06/2024 | Present |
1. Holly View Development Co., Inc.-Real Estate Development, Start: 01/01/1984, Address: 535 5th Ave NYC, NY 10017, 2 total hours per month; 1 during securities trading hours, Investment related, No annual compensation, 2) HVDC #1-Raw land for development, Start: 01/01/1987, Address: 535 5th Ave NYC, NY 10017, 2 total hours per month; 2 during securities trading hours, Investment related, No annual compensation, 3. Perl Brokerage, Inc-IUS and other non Guardian commissions, Start: 01/01/1980, Address: 535 5th Ave NYC, NY 10017, 3 total hours per month; 3 during securities trading hours, Investment related, Less than 10% annual compensation, 4. Forest Hills Pension Services-TPA services Start: 01/01/1990 Address: 200 Broad Hollow road, suite 405, Melville, NY 11747 3 non bus hrs per month Not investment related 5. Forest Hills Financial Group, Inc-DBA of the agency Start: 01/01/1984 Address: 118-35 Queens Blvd, suite 1230, Forest Hills, NY 11375 10 bus hrs per month Investment related >10% annual compensation 6. Forest Hills Group Services-Group life , Disability and health benefits Start: 01/01/1990 Address: 200 Broad Hollow Road, Suite 405, Melville, NY 11747 2 bus hrs per month Investment related 7. NMP Planning Co, Inc. Start: 06/01/1980 Address: 11835 Queens Blvd, ste. 1230, Forest Hills, NY 11375 Hrs per month - tot/bus: 250/60 Not investment related >10% annual compensation 8. Forest Hills Financial Group NY, LLC-Newly formed GA approximately Start: 08/01/2019 Address: 118-35 Queens Blvd. Suite 1230 Forest Hills NY 11375 122 East 42 St, NYC, NY 10168, Suite 2200, 200 Broadhollow Road, Suite 405, Melville, NY 11747 50 business hours per month Investment related >10% annual compensation 9. Perlmutter. LLC-Guardian GA, Brooklyn agency Start: 08/01/2019 Address: 33 Bartlett St., Brooklyn NY 11206 35 business hours per month Investment related >10% annual compensation, 10. Janda LLC, Member/Owner, LLC was created to hold title of my home in California, Start: 10/01/2022, Address: 740 Elk Clover Circle , Palm Desert, CA, 92211, 1 total business hour per month / 1 during securities trading hours, No annual compensation, Investment related, 11) FHFG Princeton LL-Guardian General Agency, Start: 01/01/2024, Address: 5 Vaughn Drive suite 320 Princeton, NJ 08540, 4 total hours per month; 4 during securities trading hours, Investment related, More than 10% annual compensation, 12) Ash Brokerage- independent contractor for non guardian business Start date:08/15/2025, Address: 525 5th Ave NYC, NY 10017, 2 total hours per month; 2 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-09-07 |
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