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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2021-08-31 |
| NY | RA | APPROVED | 2021-04-16 |
| PA | RA | APPROVED | 2014-07-31 |
| NJ | RA | APPROVED | 2011-02-24 |
Branch Locations
50 Tice Blvd Suite 280, Woodcliff Lake, NJ 07677 • United States
Montville, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Planning Alliance, Llc | Bloomfield | NJ | 02/2004 | 11/2021 |
| Guardian Life Insurance Co Of America | Bloomfield | NJ | 07/2012 | 11/2021 |
| Park Avenue Securities Llc | Bloomfield | NJ | 07/2012 | 11/2021 |
| Guardian Life Insurance Company | Shrewsbury | NJ | 11/2021 | 11/2022 |
| Park Avenue Securities | Shrewsbury | NJ | 11/2021 | 11/2022 |
| Guardian Life Insurance Company | Woodcliff Lake | NJ | 11/2022 | Present |
| Park Avenue Securities | Woodcliff Lake | NJ | 11/2022 | Present |
| Guardian Life Insurance Company | Montville | NJ | 06/2024 | Present |
| Park Avenue Securities | Montville | NJ | 06/2024 | Present |
1. Sale of insurance products, Sales and service of life, disability, group, medical, and annuity products, Start: 05/01/1972, Address: 50 Tice Blvd. Suite 280 Woodcliff Lake, NJ 07677, 100 total business hours per month / 100 during securities trading hours, Investment related, More than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-15 |
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