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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-04-16 |
| UT | RA | APPROVED | 2022-02-01 |
| MT | RA | APPROVED | 2022-01-25 |
| OR | RA | APPROVED | 2022-01-25 |
| DE | RA | APPROVED | 2022-01-24 |
| WV | RA | APPROVED | 2021-10-29 |
| CA | RA | APPROVED | 2021-06-14 |
| KY | RA | APPROVED | 2021-06-14 |
| LA | RA | APPROVED | 2021-06-14 |
| MI | RA | APPROVED | 2021-06-14 |
| NC | RA | APPROVED | 2021-06-14 |
| OH | RA | APPROVED | 2021-06-14 |
| SC | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED | 2021-06-14 |
| NY | RA | APPROVED | 2021-04-16 |
| GA | RA | APPROVED | 2020-11-10 |
| PA | RA | APPROVED | 2019-01-29 |
| ME | RA | APPROVED | 2018-12-06 |
| FL | RA | APPROVED | 2018-12-04 |
| CO | RA | APPROVED | 2018-11-07 |
| AZ | RA | APPROVED | 2014-12-12 |
| DC | RA | APPROVED | 2014-04-15 |
| MA | RA | APPROVED | 2013-06-17 |
| NJ | RA | APPROVED | 2010-03-03 |
| MD | RA | APPROVED | 2008-10-22 |
| VA | RA | APPROVED | 2007-06-07 |
Branch Locations
11600 Sunrise Valley Drive Suite 100, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Reston | VA | 05/2003 | Present |
| Park Avenue Securities | Reston | VA | 07/2003 | Present |
1. Sell Long Term Care insurance, group and individual health benefits, fixed annuity and fixed life insurance products offered through carriers other than Guardian. Start: 07/01/2003, Address: 12110 Sunset Hills Road, Suite 340 Reston, VA 20190, 1 bus hr per month, Investment related, 2.) CMW LLC- The purpose of this LLC is to track expenses for accounting purposes, and potentially receive commissions from my other insurance OBA. Start: 02/14/2022, Address: 47293 Ox Bow Circle Sterling, VA 20165, 1 total hours per month 1 during securities trading hours, Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-01 |
| S66 | Uniform Combined State Law Examination | 2001-05-25 |
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