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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-13 |
| MT | RA | APPROVED | 2026-08-13 |
| NC | RA | APPROVED | 2026-05-22 |
| NY | RA | APPROVED | 2026-04-02 |
| TN | RA | APPROVED | 2026-04-02 |
Branch Locations
5405 Morehouse Drive Suite 245, San Diego, CA 92121 • United States
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 |
|---|---|---|---|---|
| Mohawk Ambulance | Schenectady | NY | 07/2010 | 10/2018 |
| Cavalier Advisory & Insurance | East Jewett | NY | 06/2017 | 01/2026 |
| Sfis | Claremont | CA | 04/2021 | 12/2025 |
| Guardian Life Insurance Company | Claremont | CA | 02/2026 | 05/2026 |
| Guardian Life Insurance Company | Kingsport | TN | 01/2026 | Present |
| Park Avenue Securities | Claremont | CA | 01/2026 | 05/2026 |
| Park Avenue Securities | Kingsport | TN | 01/2026 | Present |
Outside insurance sales 01/29/2026 287 Lakeview Circle Kingsport, TN 37663 10 hours per month 10 hours during trading hours Yes investment related Annual Percentage 10-25%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2016-09-16 |
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