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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-08-04 |
| CA | RA | APPROVED | 2024-08-30 |
| FL | RA | APPROVED | 2024-04-29 |
| NY | RA | APPROVED | 2021-04-16 |
| MI | RA | APPROVED | 2017-09-28 |
| NJ | RA | APPROVED | 2003-01-22 |
Branch Locations
20 Squadron Blvd Suite 280, New City, NY 10956 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | New York | NY | 02/1977 | Present |
| Park Avenue Securities Llc | New York | NY | 05/1999 | Present |
| Park Avenue Securities | Boca Raton | FL | 06/2024 | Present |
| Guardian Life Insurance Company | Boca Raton | FL | 06/2024 | Present |
1. 619 9TH AVE. CORP-apartment building for which I collect rent receipts for residential and commercial tenants., Start: 09/23/2002, Address: 619 9th ave. NY, NY 10036, Hrs per month - Tot/Bus: 5/3, Investment related, >10% annual compensation, 2. HEJAM SALES CORPORATION-Tax entity for accumulating all my 1099s and paying business, Start: 01/01/1996, Address: 96 Crum Creek Road New City, N.Y. 10956, Hrs per month - Tot/Bus: 25/10, Not investment related, >10% annual compensation, 3. Non Guardian Insurance sales-Sales of non Guardian insurance products, such as life, disability, long term care and annuities, Start: 02/01/1977, Address: 20 Squadron Blvd , Suite 280 New City N.Y. 10956, Hrs per month - Tot/Bus: 20/15, Investment related, >10% annual compensation, 4. Trustee of a trust-Act as a trustee for a testamentary trust, Start: 12/06/2016, Address: 96 Crum Creek Road , New City N Y 10956, 3 bus hrs per month, Investment related, 5. Board Member of Woodbridge HOA - Treasurer, Start: 3/1/23, Address: Village of Woodbridge, HOA c/o Hawkeye Mgmt, LLC 1800 NW Corporate Blvd., Ste.200 Boca Raton, FL 33431, 4 total hours per month; 4 during securities trading, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-11 |
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