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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-23 |
| AZ | RA | APPROVED | 2026-01-14 |
| IL | RA | APPROVED | 2026-01-14 |
| WA | RA | APPROVED | 2026-01-13 |
| HI | RA | APPROVED | 2026-01-07 |
| ID | RA | APPROVED | 2026-01-07 |
| MA | RA | APPROVED | 2025-08-25 |
| CA | RA | APPROVED | 2025-06-03 |
Branch Locations
5405 Morehouse Drive Suite 245, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Bastrop | TX | 03/2017 | 01/2020 |
| Consulting | Austin | TX | 04/2016 | 03/2017 |
| Lpl Financial, Llc | Lancaster | CA | 01/2020 | 03/2023 |
| Householder Group Estate & Retirement Specialists | Lancaster | CA | 01/2020 | 03/2023 |
| Xy Investment Solutions, Llc | Santa Monica | CA | 04/2024 | 05/2025 |
| Consulting | Santa Monica | CA | 04/2023 | 03/2024 |
| Guardian Life Insurance Company | Santa Monica | CA | 04/2025 | 10/2025 |
| Park Avenue Securities Llc | Santa Monica | CA | 06/2025 | 10/2025 |
| Guardian Life Insurance Company | Irvine | CA | 04/2025 | 10/2025 |
| Park Avenue Securities Llc | Irvine | CA | 06/2025 | 10/2025 |
| Park Avenue Securities | San Diego | CA | 10/2025 | Present |
| Guardian Life Insurance Company | San Diego | CA | 10/2025 | Present |
1) Outside Insurance sales-Independent contractor, Nature of Business: Insurance products other than those offered through Guardian and its subsidiaries, Start date: 05/21/2025, Address: 7850 Via Montebello Unit 6 San Diego, CA 92129, Duties: Insurance other than Guardian 10 total hours per month; 10 during securities trading hours, Investment related, 2) Evidentia Group LLC-owner, Nature of Business: Legal entity, Start date: 04/01/2024, Address: 7850 Via Montebello Unit 6 San Diego, CA 92129, Duties: purpose of collecting 1099 income, 10 total hours per month; 10 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-25 |
| S66 | Uniform Combined State Law Examination | 2016-03-29 |
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