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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-31 |
| OH | RA | APPROVED | 2025-01-24 |
| NC | RA | APPROVED | 2024-02-29 |
| DC | RA | APPROVED | 2023-11-15 |
| MD | RA | APPROVED | 2023-11-15 |
| SC | RA | APPROVED | 2023-11-15 |
| VT | RA | APPROVED | 2023-11-15 |
| VA | RA | APPROVED | 2023-02-08 |
| TX | RA | APPROVED_RES | 2022-06-27 |
| OR | RA | APPROVED | 2022-02-02 |
| KS | RA | APPROVED | 2021-09-07 |
| CT | RA | APPROVED | 2021-07-09 |
| MO | RA | APPROVED | 2021-06-18 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2021-01-15 |
| PA | RA | APPROVED | 2020-12-18 |
| CA | RA | APPROVED | 2020-11-23 |
| NJ | RA | APPROVED | 2020-08-18 |
| MA | RA | APPROVED | 2019-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bentley University | Waltham | MA | 09/2015 | 06/2017 |
| Quality A/C & Heating | Farmingdale | NY | 07/2017 | 08/2017 |
| Guardian Life Insurance Co Of America | Roslyn | NY | 08/2017 | Present |
| Park Avenue Securities, Llc | Roslyn | NE | 10/2017 | Present |
1) Quality A/C & Heating Inc.-I provide limited hours of consulting expertise to my family's business, Quality A/C & Heating, Start: 09/01/2012, Address: 93 Allen Blvd Farmingdale, NY 11735, 2 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 2) FOLD Board Member-board at Bentley University, Start: 03/31/2024, Address: 175 Forest Street, Waltham MA 02452, 1 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-26 |
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