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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-15 |
| VT | RA | APPROVED | 2024-05-07 |
| AZ | RA | APPROVED | 2024-04-30 |
| ME | RA | APPROVED | 2023-10-10 |
| PR | RA | APPROVED | 2023-05-30 |
| RI | RA | APPROVED | 2023-05-19 |
| LA | RA | APPROVED | 2022-09-26 |
| MO | RA | APPROVED | 2022-07-28 |
| MN | RA | APPROVED | 2021-10-19 |
| NY | RA | APPROVED | 2021-04-16 |
| NC | RA | APPROVED | 2020-08-19 |
| PA | RA | APPROVED | 2020-07-14 |
| FL | RA | APPROVED | 2020-03-05 |
| DE | RA | APPROVED | 2019-11-25 |
| WA | RA | APPROVED | 2019-08-05 |
| KY | RA | APPROVED | 2019-04-11 |
| HI | RA | APPROVED | 2019-01-03 |
| TX | RA | APPROVED | 2018-08-15 |
| MD | RA | APPROVED | 2018-03-05 |
| VA | RA | APPROVED | 2017-04-11 |
| MA | RA | APPROVED | 2017-03-27 |
| CA | RA | APPROVED | 2017-03-20 |
| CO | RA | APPROVED | 2017-03-20 |
| CT | RA | APPROVED | 2017-03-20 |
| OH | RA | APPROVED | 2017-03-20 |
| NJ | RA | APPROVED | 2017-02-24 |
Branch Locations
800 Westchester Avenue 4Th Floor Suite N409, Rye Brook, NY 10573 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategies For Wealth | White Plains | NY | 06/2006 | Present |
| Guardian Life Insurance Co | White Plains | NY | 06/2006 | Present |
| Park Avenue Securities | White Plains | NY | 08/2006 | Present |
1. The sale of group medical insurance, Start: 02/26/2014, Address: 800 Westchester Ave, N409Rye Brook, NY 10573, 2 total bus hrs per month; 2 during securities trading, Investment related, Less than 10% annual compensation, 2. Trust related family Member - POA, Start Date: 9/15/2023, Address: 800 Westchester Ave, N409Rye Brook, NY 10573, 1 total hour per month; 1 hour during securities trading, Investment Related, No Annual Compensation, 3. Trust Related Services, POA/Executor/Health Care Proxy, Start Date: 8/28/24, Address: 181 Hillair Circle, White Plains, NY 10605, 2 total hour per month; 1 hour during securities trading, Not Investment Related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-30 |
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