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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-23 |
| VA | RA | APPROVED | 2025-03-11 |
| MD | RA | APPROVED | 2025-02-28 |
| MO | RA | APPROVED | 2022-09-28 |
| MA | RA | APPROVED | 2022-09-13 |
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED | 2020-05-05 |
| OH | RA | APPROVED | 2019-10-01 |
| SC | RA | APPROVED | 2016-10-03 |
| FL | RA | APPROVED | 2015-04-28 |
| PA | RA | APPROVED | 2011-04-05 |
| NJ | RA | APPROVED | 2007-11-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Congilose & Associates | Brick | NJ | 12/1983 | Present |
| Park Avenue Securities Llc | New York | NY | 05/1999 | 10/2016 |
| Guardian Life Insurance Co. Of America | New York | NY | 01/1992 | 10/2016 |
| Guardian Life Insurance | Wall | NJ | 10/2016 | Present |
| Park Avenue Securities | Wall | NJ | 10/2016 | Present |
1. Outside insurance and annuity sales When Guardian's products are not the right fit for the client, I sometimes sell an insurance product (Life, Group Health or Disability) from another company. I also offer fixed and approved equity index annuities to my clients when needed. Start: 01/01/1993 Address: 2107 Baileys Corner Rd Wall, NJ 07719 5 bus hrs per month Investment related 2. INVESTMENT IN RAW LAND and RENTAL REAL ESTATE Rental property single family homes and apartments. Start: 09/01/2004 Address: 2107 Baileys Corner Rd. Wall, NJ 07719 1 non bus hr per month Investment related 3. Social Security Workshops I will conduct workshops at various companies, library's and small groups, educating the attendees about the Social Security system and its rules and regulations. Start: 12-01-2012 Address: 2107 Baileys Corner Rd. Wall, NJ 07719 Hrs per month - tot/bus: 8/4 Not investment related 4. Agent Coaching and Education Coach and advise agents on the sales process and how to deliver more value to clients. Start: 10/22/2019 Address: 2111 Rt. 34 South. Wall, NJ 07719 5 bus hrs per month Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-13 |
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