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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-27 |
| GA | RA | APPROVED | 2026-08-06 |
| ME | RA | APPROVED | 2026-05-22 |
| IL | RA | APPROVED | 2026-04-24 |
| IN | RA | APPROVED | 2026-04-09 |
| WA | RA | APPROVED | 2026-04-09 |
| MN | RA | APPROVED | 2026-03-24 |
| NJ | RA | APPROVED | 2026-01-30 |
| FL | RA | APPROVED | 2026-01-09 |
| CA | RA | APPROVED | 2025-11-21 |
| MA | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2025-11-10 |
| NH | RA | APPROVED | 2025-11-03 |
| NY | RA | APPROVED | 2025-11-03 |
Branch Locations
437 Madison Avenue 29Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School | Bronx | NY | 08/2016 | 07/2020 |
| College | Wellesley | MA | 08/2020 | 12/2023 |
| Babson College | Wellesley | MA | 08/2020 | 10/2021 |
| Babson College | Wellesley | MA | 10/2021 | 12/2023 |
| First And First Consulting | Brooklyn | NY | 05/2022 | 08/2022 |
| Ares Management | Nyc | NY | 06/2023 | 08/2023 |
| Pivotal Perspectives | Nyc | NY | 05/2022 | 01/2023 |
| Travel | Nyc | NY | 01/2024 | 07/2024 |
| Guardian Life Insurance Company | Nyc | NY | 07/2024 | Present |
| Park Avenue Securities | Nyc | NY | 11/2024 | Present |
| School | Wellesley | MA | 08/2020 | 12/2023 |
1) Brokering OBA-purpose of selling insurance products offered through outside insurance carriers, Start date: 01/01/2025, Address: 437 Madison Avenue 29th FL, NYC, NY 10022, 10 total hours per month; 2 during securities trading hours, Investment related, More than 10% annual compensation, 2) Linro Nanxiang INC-part-owner (50%) of Linro Nanxiang INC., Nature of Business: restaurant, Start date: 02/10/2025, Address: 20 Boston Turnpike Unit 25 Shewsbury, MA 01545, 2 total hours per month; 0 during securities trading hours, Duties: owner, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-05 |
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