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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-06 |
| MD | RA | APPROVED | 2024-11-06 |
| GA | RA | APPROVED | 2024-09-19 |
| NV | RA | APPROVED | 2021-06-01 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2020-07-20 |
| CT | RA | APPROVED | 2020-05-20 |
| MA | RA | APPROVED | 2018-09-24 |
| PA | RA | APPROVED | 2018-05-24 |
| OH | RA | APPROVED | 2018-02-07 |
| SC | RA | APPROVED | 2018-02-06 |
| NJ | RA | APPROVED | 2003-01-15 |
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 |
|---|---|---|---|---|
| Guardian Life Insurance Company Of Ameri | New York | NY | 05/1993 | Present |
| Park Avenue Securities Llc | New York | NY | 05/1999 | Present |
1. Greater New Jersey Estate Planning Council (Board)- vice president, Start: 09/01/2010, Address: n/a, 3 total hours per month; 1 during securities trading hours, Not investment related, No annual compensation, 2) Make A Wish Foundation-NJ Advisory Committee, Nature of Business: Charitable Foundation, Start date: 03/01/2010, Address: 51384 Perrineville Rd, Monroe Township, NJ 08831, Duties: Committee member, .5 total hours per month; 0 during securities trading hours, Not investment related, 3) Sale of life insurance products from various carriers-Sale of life insurance products, other than Guardian, from numerous carriers,. Start: 02/01/1992, Address: 52 Forest Avenue, Paramus, NJ 07652, 3 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 4) ReGenesis Management-I will be a partner and will be making introductions and arranging for various people to give speeches (non-financial topics), Start: 05/15/2021, Address: 107 Raintree Lane, Mahwah, NJ, 4 total hours per month, 0 during securities trading hours, Not investment related, >10% annual compensation, 5) Thoroughbred racehorse ownership, Start: 08/15/2022, Address: n/a, 4 total hours per month; 0 during securities trading hours, Not investment related, More than 10% annual compensation, 6) CarePlus NJ, Foundation Board of Trustees-Board of Trustees of the CarePlus NJ Foundation Board. Start: 04/01/2024, Address:610 Valley Health Plaza, Paramus, NJ 07652, 2 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 7) PC Wealth Services-owner, Nature of Business: Doing Business As name (DBA), Start date: 05/01/2026, Address: 52 Forest Avenue, Paramus, NJ, 07652, Duties: Owner, 1 total hours per month; 1 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-15 |
| S66 | Uniform Combined State Law Examination | 2001-02-09 |
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