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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-27 |
| WA | RA | APPROVED | 2026-07-27 |
| DE | RA | APPROVED | 2021-11-03 |
| MD | RA | APPROVED | 2021-09-13 |
| NV | RA | APPROVED | 2021-08-26 |
| PA | RA | APPROVED | 2021-05-14 |
| NC | RA | APPROVED | 2020-03-05 |
| TX | RA | APPROVED_RES | 2017-05-12 |
| CA | RA | APPROVED | 2012-04-17 |
| VA | RA | APPROVED | 2012-04-17 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accountemps | Tarzana | CA | 10/2006 | Present |
| Guardian Life Insurance Company | Pasadena | CA | 11/2001 | 05/2020 |
| Park Avenue Securities | Pasadena | CA | 01/2012 | 05/2020 |
| Guardian Life Insurance | Beverly Hills | CA | 06/2020 | 09/2022 |
| Park Avenue Securities | Beverly Hills | CA | 06/2020 | 09/2022 |
| Guardian Life Insurance Company | Irvine | CA | 10/2022 | 06/2024 |
| Park Avenue Securities | Irvine | CA | 10/2022 | 06/2024 |
| Guardian Life Insurance Company | Oxnard | CA | 06/2024 | Present |
| Park Avenue Securities | Oxnard | CA | 06/2024 | Present |
1. Outside insurance sales-health insurance, life insurance and fixed annuities to individuals., Start: 02/01/2006, Address: 2855 Michelle Dr Ste 320 Irvine CA 92606, 4 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 2. Bookkeeper,-temporary contract worker providing bookkeeping service through Accountemps, Start: 10/01/2023, Address: 1525 State Street Suite 101, Santa Barbara CA 93101, 10 total hours per month; 0 during securities trading hours, Not Investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-28 |
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