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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-18 |
| MA | RA | APPROVED | 2023-08-30 |
| FL | RA | APPROVED | 2022-07-25 |
| NJ | RA | APPROVED | 2022-07-25 |
| NY | RA | APPROVED | 2022-07-22 |
| CT | RA | APPROVED | 2022-05-16 |
| MN | RA | APPROVED | 2022-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Jersey City | NJ | 04/2009 | 08/2021 |
| Guardian Life Insurance Company | Wall | NJ | 09/2021 | Present |
| Park Avenue Securities | Wall | NJ | 12/2021 | Present |
1. 574 Newark Avenue Associates LLC-Rental property-own and rent property to others, Start date: 10/01/2004, Address: 574 Newark Ave, Jersey City NJ 07306, 9 total hours per month 3 during securities trading hours, Investment related, No Annual Compensation, 2. All Insurances Services Inc.-Property Casualty Insurance Producer, Start date: 12/29/1972, Address: 574 Newark Ave, Jersey City NJ 07306, 43 total hours per month; 22 during securities trading hours, Investment related, More than 25% annual compensation, 3. TFA Income Tax Services , Inc.- Officer/ Income Tax Preparation Services, Start date: 12/19/2001, Address: 574 Newark Ave, Jersey City NJ 07306 120 total hours per month; 60 during securities trading hours Non Investment related, More than 25% annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-27 |
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