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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-04 |
Branch Locations
910 E. Hamilton Avenue Suite 150, Campbell, CA 95008 • United States
8050 N Palm Avenue Suite 300, Fresno, CA 93711 • United States
Clovis, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Fresno | CA | 07/2002 | 03/2017 |
| Thrivent Investment Management Inc | Fresno | CA | 03/2017 | 11/2019 |
| Thrivent Financial | Appleton | WI | 03/2017 | 11/2019 |
| Guardian Life Insurance Company | Campbell | CA | 11/2019 | Present |
| Park Avenue Securities | Campbell | CA | 11/2019 | Present |
| Guardian Life Insurance Company | Fresno | CA | 04/2020 | Present |
| Park Avenue Securities | Fresno | CA | 04/2020 | Present |
| Guardian Life Insurance Company | Clovis | CA | 06/2024 | Present |
| Park Avenue Securities | Clovis | CA | 06/2024 | Present |
Brokerage of Insurance Products: Broker of Insurance Products through other non-captive carriers other than Guardian 8050 N Palm #300, Fresno, CA 93711 4 Total hours per month will be spend on this Outside Business Activity 0 Total hours during normal securities trading hours INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-05 |
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