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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-14 |
Branch Locations
10001 Tamiami Trail North Suite 205-217, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Super Soccer | Naples | FL | 10/2014 | 01/2017 |
| Collier County Public Schools | Naples | FL | 12/2017 | 03/2023 |
| Student | Fort Myers | FL | 01/2017 | 12/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2023 | 07/2024 |
| Northwestern Mutual Investment Services Llc | Naples | FL | 09/2023 | 07/2024 |
| Guardian Life Insurance Company | Naples | FL | 09/2024 | Present |
| Park Avenue Securities | Naples | FL | 10/2024 | Present |
1. Insurance other than Guardian, Start Date: 2/25/26, Nature: Insurance other than Guardian, Address: 10001 Tamiami Trail N Naples, FL 34108, Duties: Broker-selling insurance products other than Guardian, 2 total hours per month; 2 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-29 |
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