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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-02 |
Branch Locations
7047 E. Greenway Parkway Suite 460, Scottsdale, AZ 85254 • United States
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-11-27 |
Branch Locations
9336 E Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Pheonix, AZ • 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 |
|---|---|---|---|---|
| Msi Financial Svcs/Tower Square Securities Inc. | Hartford | CT | 04/2004 | 12/2016 |
| Usaa Investment Management Company | Phoenix | AZ | 01/2017 | 04/2017 |
| Usaa Financial Advisors, Inc | Phoenix | AZ | 01/2017 | 04/2017 |
| United Services Automobile Association | Phoenix | AZ | 01/2017 | 04/2017 |
| Lpl Financial | Phoenix | AZ | 08/2017 | 10/2020 |
| Unemployed | Phoenix | AZ | 04/2017 | 08/2017 |
| Wcg Wealth Advisors, Llc | Phoenix | AZ | 08/2017 | 10/2020 |
| Westpac Wealth Partners Llc | Scottsdale | AZ | 11/2020 | Present |
| Park Avenue Securities | Scottsdale | AZ | 11/2020 | Present |
| Park Avenue Investment Advisory | Scottsdale | AZ | 05/2022 | Present |
| Guardian Life Insurance Company | Pheonix | AZ | 06/2024 | Present |
| Park Avenue Securities | Pheonix | AZ | 06/2024 | Present |
1) Real Estate license in state of AZ, Start date: 11/21/2006, Address: 355 S. Germann Gilbert, AZ, 10 total hours per moth; 0 during securities trading hours, Investment related, More than 10% annual compensation, 2) Freelance digital marketing-owner, Nature of Business: sales, Start date: 07/1/2024, Address: 15218 N 8th Ave Phoenix, AZ 85023, Duties: create content providing my opinion on products sold through Amazon retailers through their affiliate program, 3 total hours per month; 0 during securities trading hours Not investment related, 3) SJM Executive Services LLC-owner, Nature of Business: LLC set up for 1099 income, Start date: 06/17/2026, Address: 15218 N 8th Ave Phoenix, AZ 85023, Duties: owner, 0 total hours per month; Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-06 |
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