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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-23 |
| WA | RA | APPROVED | 2025-01-17 |
| NJ | RA | APPROVED | 2023-03-16 |
| MN | RA | APPROVED | 2022-10-05 |
| WI | RA | APPROVED | 2021-08-25 |
| CA | RA | APPROVED | 2021-06-11 |
| HI | RA | APPROVED | 2021-06-11 |
| FL | RA | APPROVED | 2021-06-07 |
| NC | RA | APPROVED | 2021-06-04 |
| AZ | RA | APPROVED | 2021-06-03 |
| NY | RA | APPROVED | 2021-05-20 |
Branch Locations
9336 E Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual | Horsham | PA | 04/2009 | 01/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 05/2009 | 01/2018 |
| Foresters Financial Services | Edison | NJ | 07/2018 | 12/2019 |
| Real Performance Ltd | Medford | NY | 01/2018 | 07/2018 |
| Real Performance, Ltd | Medford | NY | 01/2020 | Present |
| Park Avenue Securities | Scottsdale | AZ | 05/2021 | Present |
| Guardian Life Insurance Company | Scottsdale | AZ | 05/2021 | Present |
1) Real Performance, LTD-Owner and Chief Strategist in this leadership/management consulting firm Start date: 02/01/2018, Address: 4 Diana CT Medford, NY 11763, 5 total hour per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 2) Insurance other than Guardian, Start date: 09/30/2025, Address: 9336 Raintree, suite 110, Scottsdale AZ 85259, 0 total hours per month; Investment related, Less than 10% annual compensation, 3) Member of Board of Directors, Arizona Small Dog Rescue , Nature of Business: 501c3 charity, Start date: 07/01/2026, Address: 932 E Guadalupe Road Tempe, AZ 85283, Duties: Treasurer, 5 total hours per month; 1 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-01-24 |
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