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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-03 |
| NV | RA | APPROVED | 2025-01-21 |
| SC | RA | APPROVED | 2023-06-16 |
| TX | RA | APPROVED | 2023-02-17 |
| NC | RA | APPROVED | 2022-08-09 |
| NY | RA | APPROVED | 2021-04-16 |
| PA | RA | APPROVED | 2020-05-22 |
| CO | RA | APPROVED | 2020-03-31 |
| CA | RA | APPROVED | 2017-07-10 |
| FL | RA | APPROVED | 2014-01-31 |
| NJ | RA | APPROVED | 2008-12-15 |
Branch Locations
1040 Broad Street Suite 202, Shrewsbury, NJ 07702-4331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Planning Alliance | Fairfield | NJ | 12/2008 | Present |
| Guardian Life Insurance Co Of America | Shrewsbury | NJ | 02/2010 | Present |
| Park Avenue Securities Llc | Shrewsbury | NJ | 02/2010 | Present |
1. Fixed annuity-Agent of record and get some small trail commissions Start: 02/02/2009 Address: 1040 Broad street Shrewsbury NJ 07702 1 non bus hr per month Investment related >10% annual compensation 2) Author/book-in process of writing a book on financial products Start: 07/31/2020 Address: 43 Richard Lane, West Long Branch NJ 07764 30 total hours per month 0 during securities trading hours Not Investment related No compensation 3) the conservative advisor LLC-president Start: 12/22/2020 Address: 1040 broad street Shrewsbury NJ 07702 0 total hours per month Investment related No compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-07 |
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