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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2022-05-24 |
| CA | RA | APPROVED | 2022-03-09 |
| NY | RA | APPROVED | 2022-02-08 |
| FL | RA | APPROVED | 2009-07-15 |
Branch Locations
One Biscayne Tower 2 South Biscayne Blvd 1740, Miami, FL 33131 • United States
Melbourne, FL • United States
4000 Hollywood Blvd 310 N, Hollywood, FL 33021 • United States
2 disclosure categories 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 America | Miami | FL | 08/2007 | 04/2026 |
| Park Avenue Securities | Miami | FL | 09/2008 | 04/2026 |
| Park Avenue Securities | Hollywood | FL | 02/2025 | Present |
| Guardian Life Insurance Company Of America | Hollywood | FL | 02/2025 | Present |
| Guardian Life Insurance Company | Melbourne | FL | 08/2026 | Present |
| Park Avenue Securities | Melbourne | FL | 08/2026 | Present |
1) Power of Attorney for my mothers Trust POA, Start date: 02/16/2022, Address: 17597 Ashbourne Ln Apt. C Boca Raton, FL, 33496, 1 total hour per month; 0 during securities trading hours, Investment related, No annual compensation, 2) Power of Attorney for Kristi Margolis (Wife), Start date: 11/08/2023, Address: 3410 Emerald Pointe Dr. # 305 B Hollywood , FL 33021, 0 total hours per month, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-11 |
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