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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-09-24 |
| NY | RA | APPROVED | 2024-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbaum Cpa | Monroe | NY | 05/2024 | 06/2024 |
| Sdl Group | Ramsey | NJ | 01/2023 | 05/2024 |
| Lily & Todd | Monsey | NY | 02/2022 | 12/2022 |
| Socsesureis | Monsey | NY | 02/2022 | 12/2022 |
| Sock Shoppe Kj | Monroe | NY | 02/2022 | 12/2022 |
| Doll & Carl | Monsey | NY | 02/2022 | 12/2022 |
| United Talmudical Academy | Monroe | NY | 01/2013 | 01/2018 |
| Uta Mesivta | Monroe | NY | 01/2018 | 01/2022 |
| Park Avenue Investment Advisory | Monroe | NY | 06/2024 | Present |
| Guardian Life Insurance Company | Monroe | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
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