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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-26 |
Branch Locations
185A Marcy Avenue, Brooklyn, NY 11211 • United States
978 Ny 45, Pomona, NY 10970 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Brooklyn | NY | 02/2019 | Present |
| Jewish Center Of Ulyanovsk | Brooklyn | NY | 01/2013 | Present |
| Park Avenue Securities | Brooklyn | NY | 08/2026 | Present |
1) Jewish Center of Ulyanovsk Inc. - Rabbi, Spiritual leader, fundraising., Start date 01/01/2010, Address: 1371 44th Street, Brooklyn NY 11219, 10 total hours per month; 0 during securities trading hours, Not investment related, 10-25% annual compensation, 2) Selling insurance products through outside carriers - brokering OBA, Start date: 06/01/2021, Address: 48 Bakertown RD Monroe NY 10950, 8 total hours per month; 4 during securities trading hours, Investment related, 10-25% annual compensation, 3) YM Financial - to be used as DBA for the purpose of selling insurance products including those product offered by outside carriers., Start date: 07/09/2021, Address: 48 Bakertown Rd Suite 506 Monroe NY 10950, 32 total hours per month; 32 during securities trading hours, Investment related, 76-100% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-27 |
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