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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-16 |
| AZ | RA | APPROVED | 2023-03-21 |
| OH | RA | APPROVED | 2023-01-18 |
| CO | RA | APPROVED | 2021-09-10 |
| NY | RA | APPROVED | 2021-04-16 |
| VT | RA | APPROVED | 2021-02-05 |
| HI | RA | APPROVED | 2019-03-28 |
| TX | RA | APPROVED_RES | 2018-10-08 |
| WA | RA | APPROVED | 2018-07-31 |
| AK | RA | APPROVED | 2017-07-05 |
| FL | RA | APPROVED | 2016-10-17 |
| SC | RA | APPROVED | 2016-08-18 |
| VA | RA | APPROVED | 2015-10-13 |
| NV | RA | APPROVED | 2015-03-25 |
| CA | RA | APPROVED | 2014-11-11 |
| PA | RA | APPROVED | 2014-10-27 |
| MN | RA | APPROVED | 2013-11-06 |
| CT | RA | APPROVED | 2010-07-21 |
| NJ | RA | APPROVED | 2006-05-08 |
Branch Locations
5405 Morehouse Drive Suite 245, San Diego, CA 92121 • United States
Encinitas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | San Diego | CA | 03/2015 | Present |
| Guardian Life Insurance Company Of America | San Diego | CA | 03/2015 | Present |
| Guardian Life Insurance Company | Encinitas | CA | 06/2024 | Present |
| Park Avenue Securities | Encinitas | CA | 06/2024 | Present |
1. INSURANCE SERVICES Licensed to sell insurance with companies other than Guardian Start: 12/01/2001 Address: 9605 Scranton Road Suite 625; San Diego, CA 92121 5 bus hrs per month Investment related >10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-26 |
| S66 | Uniform Combined State Law Examination | 2002-06-06 |
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