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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-22 |
| WV | RA | APPROVED | 2025-10-17 |
| NH | RA | APPROVED | 2025-10-09 |
| MN | RA | APPROVED | 2025-10-01 |
| MO | RA | APPROVED | 2023-09-26 |
| DC | RA | APPROVED | 2023-04-21 |
| PA | RA | APPROVED | 2022-11-07 |
| AL | RA | APPROVED | 2022-03-03 |
| NY | RA | APPROVED | 2021-04-16 |
| LA | RA | APPROVED | 2021-02-02 |
| OH | RA | APPROVED | 2019-07-16 |
| MD | RA | APPROVED | 2019-03-22 |
| ME | RA | APPROVED | 2018-02-22 |
| IA | RA | APPROVED | 2017-10-10 |
| NJ | RA | APPROVED | 2016-10-17 |
| TX | RA | APPROVED | 2016-10-10 |
| CA | RA | APPROVED | 2016-06-23 |
| CO | RA | APPROVED | 2015-12-23 |
| FL | RA | APPROVED | 2012-02-02 |
| GA | RA | APPROVED | 2012-02-02 |
| SC | RA | APPROVED | 2009-03-04 |
| VA | RA | APPROVED | 2009-01-20 |
| NC | RA | APPROVED | 2005-01-03 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Charlotte | NC | 08/2001 | Present |
| Park Avenue Securities | Charlotte | NC | 10/2001 | Present |
1. Insurance other than Guardian-Represent other carriers for life, health, disability, LTC insurance products,. Start: 08/15/2001, Address: 6115 Park South Drive, Suite 200, Charlotte, NC 28210, 2 bus hrs per month, Investment related, 2) Trustee for Parent's Estate, Start: 10/30/2021, Address: 9855 Pallisers Terrace Charlotte, NC 28210, 0 total hours per month, Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-10 |
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