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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-10-23 |
| FL | RA | APPROVED | 2025-10-22 |
| KY | RA | APPROVED | 2025-10-21 |
| MI | RA | APPROVED | 2025-10-21 |
| NY | RA | APPROVED | 2025-10-21 |
| OH | RA | APPROVED | 2025-10-21 |
| PA | RA | APPROVED | 2025-10-21 |
Branch Locations
125 Se Via Tesoro Suite 203, Port Saint Lucie, FL 34984 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quest Capital Strategies, Inc. | Lake Forest | CA | 06/2015 | 12/2019 |
| Foundation Source | Fairfield | CT | 06/2016 | 07/2018 |
| Money Management Institute | Garden City | NY | 08/2019 | 04/2020 |
| Realblock | Garden City | NY | 08/2019 | 04/2020 |
| Devereux Advisors, Llc | Garden City | NY | 07/2018 | Present |
| Sa Stone Wealth Management Inc. | Birmingham | AL | 12/2019 | 04/2020 |
| Guardian Life Insurance Co Of America | New York | NY | 05/2020 | 11/2023 |
| Park Avenue Securities, Llc | New York | NY | 06/2020 | 11/2023 |
| Park Avenue Securities | Garden City | NY | 09/2024 | Present |
| Guardian Life Insurance Company | Garden City | NY | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-16 |
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