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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| VA | RA | APPROVED | 2017-11-15 |
| FL | RA | APPROVED | 2017-09-01 |
| NJ | RA | APPROVED | 2011-05-10 |
Branch Locations
1040 Broad Street Suite 202, Shrewsbury, NJ 07702-4331 • United States
Holmdel, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Company Of A | Marlboro | NJ | 09/1977 | 09/2016 |
| Park Avenue Securities Llc | Marlboro | NJ | 05/1999 | 09/2016 |
| International Planning Alliance, Llc | Wayne | NJ | 10/1999 | 08/2020 |
| Guardian Life Insurance | Bloomfield | NJ | 09/2016 | 12/2019 |
| Park Avenue Securities | Bloomfield | NJ | 09/2016 | 12/2019 |
| Guardian Life Insurance | Naples | FL | 01/2020 | 08/2020 |
| Park Avenue Securities | Naples | FL | 01/2020 | 08/2020 |
| Guardian Life Insurance | Shrewsbury | NJ | 08/2020 | Present |
| Park Avenue Securities | Shrewsbury | NJ | 08/2020 | Present |
| Guardian Life Insurance Company | Holmdel | NJ | 06/2024 | Present |
| Park Avenue Securities | Holmdel | NJ | 06/2024 | Present |
Other insurance outside of Guardian, Start: 01/01/1980, Address: 1040 Broad Street, Suite 202, Shrewsbury, NJ 07702, 20 total business hours per month / 20 during securities trading hours, Investment related, >10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-14 |
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