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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2005-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Vidalia | GA | 02/2004 | Present |
| Park Avenue Securities | Vidalia | GA | 02/2004 | Present |
1. Rental Property - 1232 & 1234 Susan Way-I own this unit 100%., Start: 07/19/2012, Address: 1232-1234 Susan Way Vidalia, GA 30474, 1 non bus hr per month, Investment related, 2. Rental Properties (Jerriel Street, etc.)-Jerriel Street Apartments - This is a 10 unit apartment building , Start: 07/02/2010, Address: 201 Jerriel Street Vidalia GA 30474; Additional properties = 1610 Booth Street Waycross, GA 31501 (Purchased 12/2/2011); 803 E. Sixth Street Vidalia, GA 30474 (purchased 6/27/2012); 806 E. Sixth Street Vidalia, GA 30474 (purchased 2/3/2012); 900 E. Sixth Street Vidalia, GA 30474 (purchased 2/3/2012); 1305 4th Street Soperton, GA 30457 (6 unit duplex building purchased 12/21/2012); 1 bus hr per month, Investment Related, Less than 10% annual compensation, 3. Rental Property-Homestead-Single family residential rental property, Start: 01/01/1983, Address: 504 Homestead Street Vidalia, GA 30474, 0 hrs per month, Investment related, 4. Other insurance products-DI, Fixed annuities, Start: 01/01/1992, Address: 313 Maple Drive Vidalia, GA 30474, 1 bus hr per month, Investment related, 5. Workforce Investment Board-Immediate Past Chairman, Start: 01/01/1987, Address: Meetings held at different locations, .5 total hours per month; .5 during securities trading hours, Not investment related, No annual compensation, 6. Rental Properties-Single family residential rental properties, 1622 Aimwell Road, 806 Jungle Road, 904 Vann Street, 902 Warthen Street, Start: 03/14/2014, Address: Vidalia, GA 30474, 1 bus hr per month, Investment related, 7. Rental Property - Soperton House-Single family residential rental property, Start: 04/11/2014, Address: 7727 Eastman Road Soperton, GA 30457, 1 bus hr per month, Investment related, Less than 10% annual compensation, 8. POA for Lindsey W. Jordan-daughter, Start: 04/08/2013, Address: 313 Maple Drive Vidalia, GA 30474, 0 total hours per month, Not Investment related, No compensation, 9. Rental Property - 401 Kenworth St, Start:10/29/2021, Address: 401 Kenworth Street Vidalia, GA 30474, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 10. Rental Property - 406 Kenworth St, Start: 09/28/2023, Address: 406 Kenworth Street Vidalia, GA 30474, 5 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 11. Key Person Coverage, Start: 1/11/2006, Address: 313 Maple Drive Vidalia, GA 30474, 0 total hours per month, Investment Related, Less than 10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-21 |
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