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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-06-10 |
| VT | RA | APPROVED | 2022-05-26 |
| OH | RA | APPROVED | 2022-04-15 |
| SC | RA | APPROVED | 2021-09-03 |
| NJ | RA | APPROVED | 2021-06-08 |
| NY | RA | APPROVED | 2021-04-16 |
| OR | RA | APPROVED | 2020-03-03 |
| MO | RA | APPROVED | 2020-02-12 |
| DE | RA | APPROVED | 2020-01-30 |
| WA | RA | APPROVED | 2019-10-25 |
| AL | RA | APPROVED | 2019-05-09 |
| MA | RA | APPROVED | 2019-04-18 |
| KS | RA | APPROVED | 2019-04-04 |
| MI | RA | APPROVED | 2019-03-14 |
| FL | RA | APPROVED | 2018-05-21 |
| GA | RA | APPROVED | 2017-05-24 |
| TX | RA | APPROVED | 2016-10-31 |
| AZ | RA | APPROVED | 2015-02-19 |
| AK | RA | APPROVED | 2015-02-17 |
| NC | RA | APPROVED | 2013-07-17 |
| PA | RA | APPROVED | 2011-04-11 |
| CA | RA | APPROVED | 2007-11-14 |
| CO | RA | APPROVED | 2007-11-14 |
Branch Locations
69 Monroe Avenue, Pittsford, NY 14534 • United States
Punta Gorda, FL • United States
600 Delaware Avenue, Buffalo, NY 14202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Rochester | NY | 09/2017 | 04/2022 |
| Park Avenue Securities | Rochester | NY | 09/2017 | 04/2022 |
| Guardian Life Insurance | Pittsford | NY | 04/2022 | Present |
| Park Avenue Securities | Pittsford | NY | 04/2022 | Present |
| Guardian Life Insurance Company | Punta Gorda | FL | 02/2022 | Present |
| Park Avenue Securities | Punta Gorda | FL | 02/2022 | Present |
| Park Avenue Securities | Pittsford | NY | 09/2008 | 09/2017 |
| Guardian Life Insurance Co Of America | Pittsford | NY | 09/2008 | 09/2017 |
1. Cash Flow Mapping (CFM)-CFM is a web based tool designed to help advisors assist their clients in analyzing their cash flow. Creating a subscription model to sell to the advisor community, Start: 06/15/2019, Address: 40 Rollins Crossing Pittsford NY 14534, Hrs per month - tot/bus: 8/4, Not investment related, >10% annual compensation, 2) Successor trustee-in-laws irrevocable grantor trust, Start: 12/01/2021, Address: N/A 0 total hours per month, Not investment related, No annual compensation, 3) Executor and Durable Power of attorney for Mandy Lutz -spouse, Start: 12/01/2021, Address: N/A 0 total hours per month, Not investment related, No annual compensation, 4) Successor trustee-Joan and Mike Bush-aunt/uncle, Start: 12/01/2021, Address: N/A 0 total hours per month, Not investment related, No annual compensation, 5) Durable Power of Attorney Ellen Tiedemann-sister, Start: 12/01/2021, Address: N/A 0 total hours per month, Not investment related, No annual compensation, 6) Durable Power of Attorney Bill Tiedemann-brother-in-law, Start: 12/01/2021, Address: N/A 0 total hours per month, Not investment related, No annual compensation, 7) HOA Board- member, Nature of Business: Condo Board, Start date: 08/01/2025, Address: 43050 Greenway Blvd. Unit 646 Babcock Ranch FL, 33982, Duties: approve the budget and the reserves, 2 total hours per month; 1 during securities trading hours, Not investment related, 8) Rental Property Condo, Start: 11/01/2025, Address: 43050 Greenway Blvd. Unit 646 Babcock Ranch FL, 33982, 1 total hours per month; 1 during securities trading hours, Investment related, No annual compensation, 9) Insurance Other than Guardian-sales rep, Start: 08/10/2025, Address: 69 Monroe Avenue Pittsford NY, 1 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 10) Soul Purpose Institute-Coach, Nature of Business: Teaching, Start date: 01/12/2026, Address: 16098 Palmetto Street Babcock Ranch Fl, 33982, Duties: coaching SPI's curriculum, 6 total hours per month; 6 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-23 |
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