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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2003-01-13 |
Branch Locations
900 Ashwood Parkway Suite 400, Atlanta, GA 30338 • United States
Pooler, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solutions Consulting | Duluth | GA | 05/1998 | Present |
| Guardian Life Insurance Co. | Savannah | GA | 12/2001 | 08/2019 |
| Park Avenue Securities | Savannah | GA | 01/2002 | 08/2019 |
| Guardian Life Insurance Company | Atlanta | GA | 08/2019 | Present |
| Park Avenue Securities | Atlanta | GA | 08/2019 | Present |
| Guardian Life Insurance Company | Pooler | GA | 06/2024 | Present |
| Park Avenue Securities | Pooler | GA | 06/2024 | Present |
1. Continuing Education Instructor-teach the importance of disability insurance and long term care insurance planning to agents in relation to clients,. Start: 01/01/2010, Address: 900 Ashwood Pkwy Atlanta Ga 30338, 20 total hours per month; 20 during securities trading hours, Not investment related, No annual compensation, 2. Insurance Products Other Than Through Guardian-Sales of insurance products other than through Guardian when it meets the client's needs,. Start: 12/01/2001, Address: 35 Crossgate Ct Pooler, GA 31322, 10 bus hrs per month, Investment related, 3. PHE Investments LLC/Real Estate Investments-Owe rental and other real estate investments. Rent residential and commercial space,. Start: 03/01/2008, Address: 35 Cross Gate Ct Pooler, Ga 31322, 10 non bus hrs per month, Investment related, 4. Solutions Consulting-Real estate and property management and consulting services, Start: 06/01/1998 Address: 1051 Wild Dunes Way Duluth, Ga 30097, 0 hrs per month, Not investment related, 5. CSKH, Inc-15% owner in real estate entity, Start: 01/01/2012, Address: 1051 Wild Dunes Way Duluth, Ga 30097 8 total hours per month, 8 during securities trading hours, Investment related, No annual compensation, 6. Power of Attorney for Ching LI and Susan Hsu-parents, Start: 01/01/2020, Address: 35 Crossgate Ct Pooler Ga 31322, 5 total hours per month, 5 during securities trading hours, Investment related, No annual compensation, 7. Social Media Influencer/Food/Travel, Start: 1/1/2026, Nature: utilizing social media to introduce foods and travel, Address: 35 Cross Gate Ct; Pooler Ga 31322, Duties: Owner, taking pictures of food & travel, 5 total hours per month; 0 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-13 |
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