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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-08 |
| NY | RA | APPROVED | 2024-04-16 |
Branch Locations
437 Madison Avenue 29Th Floor, New York, NY 10022 • United States
Roslyn Heights, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curaleaf | Wakefield | MA | 05/2014 | 04/2019 |
| Guardian Life Insuranc Company | New York | NY | 02/2024 | Present |
| Park Avenue Securities | New York | NY | 02/2024 | Present |
| Rga Investment Advisors, Llc | Great Neck | NY | 05/2023 | 02/2024 |
| Lbr Enterprises Llc | East Hills | NY | 04/2019 | Present |
| Guardian Life Insurance Company | Roslyn Heights | NY | 06/2024 | Present |
| Park Avenue Securities | Roslyn Heights | NY | 06/2024 | Present |
1) LBR Enterprises LLC- Passive investments held in entity, CPA/tax prep services run through the entity, Start date: 04/01/2019, Address: 72 Willow Gate, Roslyn Heights NY 11577, 5 total hours per month; 0 during securities trading hours, Not Investment related, Less than 10% annual compensation, 2. Insurance broker- Products other than Guardian-sale and solicitation of insurance, Start date: 01/01/2024, Address: 72 Willow Gate, Roslyn Heights NY 11577, 10 total hours per month 10 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-20 |
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