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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-02-25 |
| KY | RA | APPROVED | 2025-12-18 |
| MI | RA | APPROVED | 2025-09-10 |
| IL | RA | APPROVED | 2025-02-27 |
| SC | RA | APPROVED | 2025-02-14 |
| OH | RA | APPROVED | 2025-01-31 |
| DC | RA | APPROVED | 2024-12-02 |
| ID | RA | APPROVED | 2024-07-01 |
| UT | RA | APPROVED | 2024-06-11 |
| IA | RA | APPROVED | 2024-01-22 |
| NY | RA | APPROVED | 2023-10-18 |
| LA | RA | APPROVED | 2023-09-26 |
| WA | RA | APPROVED | 2023-06-22 |
| AZ | RA | APPROVED | 2022-11-03 |
| NE | RA | APPROVED | 2021-09-01 |
| GA | RA | APPROVED | 2020-12-14 |
| NJ | RA | APPROVED | 2020-06-03 |
| MN | RA | APPROVED | 2020-05-19 |
| OK | RA | APPROVED | 2020-02-25 |
| CT | RA | APPROVED | 2018-08-24 |
| AR | RA | APPROVED | 2017-07-28 |
| WY | RA | APPROVED | 2017-07-25 |
| CO | RA | APPROVED | 2016-04-19 |
| MS | RA | APPROVED | 2016-01-12 |
| MO | RA | APPROVED | 2015-12-10 |
| PA | RA | APPROVED | 2015-02-19 |
| IN | RA | APPROVED | 2014-08-26 |
| CA | RA | APPROVED | 2013-10-24 |
| NV | RA | APPROVED | 2013-04-18 |
| DE | RA | APPROVED | 2013-04-08 |
| MD | RA | APPROVED | 2013-04-08 |
| WI | RA | APPROVED | 2013-04-05 |
| NC | RA | APPROVED | 2013-04-04 |
| TX | RA | APPROVED_RES | 2013-04-03 |
| AL | RA | APPROVED | 2011-07-21 |
| AK | RA | APPROVED | 2011-07-21 |
| VA | RA | APPROVED | 2011-06-20 |
| FL | RA | APPROVED | 2006-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Pensacola | FL | 05/2002 | 05/2024 |
| Guardian Life Insurance Company | Pensacola | FL | 05/2002 | 05/2024 |
| Guardian Life Insurance Company | Milton | FL | 05/2024 | Present |
| Park Avenue Securities | Milton | FL | 05/2024 | Present |
1. Abbey Road Financial, LLC-Provide consulting services to improve the financial practices of our clients, Start: 08/15/2013, Address: 1308 N Barcelona Street Pensacola, FL 32501, 10 bus hrs per month, Investment related, 2. United Health Care-Offering of Group Health Insurance through United Health Care to Small Business clients., Start: 05/01/2011, Address: 375 North 9th Avenue, Suite A Pensacola, FL 32502, 1 bus hr per month, Investment related, 3. RCM Professional Practice, LLC-This is solely used as a checking account to pay business expenses, Start: 01/05/2015, Address: 375 North 9th Avenue, Suite A Pensacola, FL 32502, 0 hrs per month, Not investment related, 4. Blackwood Financial Group, PLLC-This is a new PLLC which will also be registered as a DBA for our business, investment & Insurance., Start: 11/01/2016, Address: 375 North 9th Avenue, Suite A Pensacola, FL 32502, 160 bus hrs per month, Investment related, 5. Captive Insurance Arrangements-Researching Captive Insurance Arrangements for clients to see if the strategy might be appropriate for them., Start: 04/24/2012, Address: 375 North 9th Avenue, Suite A Pensacola, FL 32502, 5 bus hrs per month, Investment related, 6. Executor of my spouses estate-the named executor of my spouses estate, Start: 06/26/2019, Address: 5318 Lakewood Drive Milton, Florida, 0 hrs per month, Investment related, 7. Executor & Trustee of my father's estate, Start: 07/10/2018, Address: 6000 Players Place Milton, Florida 32570, 0 hrs per month, Not investment related, 8. Notary Public-Notary Public to perform wedding occasionally., Start: 05/10/2018, Address: 5318 Lakewood Drive Milton, Florida 32570, 0 hrs per month, Not investment related, No Annual Compensation, 9. Locklin Lake- President, Start: 04/21/2026, Nature: Homeowners Association, Address: Locklin Lake Milton, FL, Duties: Improving communication & making sure the neighborhood is well cared for, 1 total hour per month, 1 during securities trading hours, Not investment related, 10. Peace Train Holdings, LLC, Start: 10/2/2024, Address: 5185 Elmira Street Milton, FL 32570, 2 total hours per month; 0 during securities trading hours, Investment related, Less than 10% Annual Compensation, 11. Historic Preservation Board Member-Milton, Florida, Start: 03/12/2025, Address: 6738 Dixon Street Milton, FL 32572, 4 total hours per month; 0 during securities trading hours, Not Investment related, No Annual Compensation, 12. Outside Insurance, Start: 08/29/2025, Address: 5185 Elmira Street, Milton, FL 32570, 1 total hour per month; 1 during securities trading hours, Investment related, <10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-08 |
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