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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-07 |
| SC | RA | APPROVED | 2025-09-17 |
| CO | RA | APPROVED | 2025-04-24 |
| MA | RA | APPROVED | 2025-03-27 |
| AR | RA | APPROVED | 2025-01-09 |
| CA | RA | APPROVED | 2024-09-19 |
| PA | RA | APPROVED | 2024-09-11 |
| NY | RA | APPROVED | 2024-08-30 |
| IN | RA | APPROVED | 2024-08-02 |
| MT | RA | APPROVED | 2024-01-23 |
| MI | RA | APPROVED | 2022-07-26 |
| MD | RA | APPROVED | 2021-06-10 |
| TX | RA | APPROVED_RES | 2021-05-05 |
| GA | RA | APPROVED | 2019-07-16 |
| FL | RA | APPROVED | 2019-07-09 |
| NC | RA | APPROVED | 2019-07-09 |
Branch Locations
10151 Deerwood Park Blvd Building 300, Suite 114, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Jacksonville | FL | 02/2015 | Present |
| Park Avenue Securities Llc | Jacksonville | FL | 07/2015 | Present |
Durable Power of Attorney for mother, Start: 09/14/2022, Address: 5090 Oak Bend Ave, Jacksonville, FL 32257, 0 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation, Insurance other than Guardian, Start Date: 8/18/2026, Nature: Insurance sales, Address: 10151 Deerwood Park Blvd, Bldg 300, Suite 114, Jacksonville, FL 32256, Duties: Independent Contractor selling insurance other than Guardian, 2 total hours per month; 2 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-23 |
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