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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-05 |
| NY | RA | APPROVED | 2024-08-21 |
Branch Locations
513 W Third Street, Jamestown, NY 14701 • United States
Lakewood, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Jamestown | NY | 01/2024 | Present |
| Luv Toyota | Lakewood | NY | 02/2018 | 12/2023 |
| Duncan Suzuki | Pulaski | VA | 11/2017 | 01/2018 |
| Wall & Associates, Inc. | Pulaski | VA | 02/2012 | 10/2017 |
| Park Avenue Securities | Jamestown | NY | 06/2024 | Present |
| Park Avenue Securities | Lakewood | NY | 06/2024 | Present |
| Guardian Life Insurance Company | Lakewood | NY | 06/2024 | Present |
1. Estate Executor-aunt/uncle, Start Date: 8/15/2024, Address: 26 Olive Ave., Lakewood, NY 14750, 2 total hours per month; 2 during securities trading hours, Not investment related, No annual compensation, 2) Board Member of Suicide Prevention Alliance, Start Date: 01/01/2025, Address: 200 E. Third St., 5th Floor Jamestown, NY 14701, 3 total hours per month; 1 during securities trading hours, Not investment related, No annual compensation, 3) Insurance other than Guardian-Broker, Nature of Business: sell insurance products outside of the Guardian Network, Start date: 08/08/2025, Address: 513 W. 3rd St. Jamestown, NY 14701, Duties: Insurance other than Guardian 1 total hour per month; 1 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-19 |
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