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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-18 |
| NJ | RA | APPROVED | 2025-11-06 |
| NV | RA | APPROVED | 2025-01-28 |
| HI | RA | APPROVED | 2023-07-05 |
| AZ | RA | APPROVED | 2023-06-29 |
| MD | RA | APPROVED | 2022-03-16 |
| NY | RA | APPROVED | 2021-04-16 |
| FL | RA | APPROVED | 2019-05-24 |
| CA | RA | APPROVED | 2018-01-25 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
Encino, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Investor Services | Encino | CA | 12/2009 | 02/2022 |
| Park Avenue Securities Llc | New York | NY | 03/2015 | 01/2018 |
| Guardian Life Insurance Company | Beverly Hills | CA | 01/2018 | 06/2020 |
| Park Avenue Securities | Beverly Hills | CA | 01/2018 | 06/2020 |
| Guardian Life Insurance Company | Encino | CA | 06/2020 | 02/2022 |
| Park Avenue Securities | Encino | CA | 06/2020 | 02/2022 |
| Guardian Life Insurance Company | San Diego | CA | 02/2022 | Present |
| Park Avenue Securities | San Diego | CA | 02/2022 | Present |
| Guardian Life Insurance Company | Encino | CA | 11/2023 | Present |
| Park Avenue Securities | Encino | CA | 11/2023 | Present |
| Guardian Life Insurance Company | Downey | CA | 10/2024 | 11/2024 |
| Park Avenue Securities | Downey | CA | 10/2024 | 11/2024 |
1. Life insurance and long term care insurance renewals-Life policies and a long term care policy that I still collect trail commissions on, Start: 02/28/2004, Address: 18034 Ventura Blvd. #127 Encino, CA 91316, 0 hrs per month, Investment related, 2. King's Daughter Inc-Consultant for my wife's S Corp King's Daughter Inc. I help her make decisions regarding her career in entertainment and/or help her with creating reality show ideas, Start: 01/01/2016, Address: 17129 Otsego Street Encino, CA 91316, 8-12 non bus hrs per month, Not investment related, 3. Insurance Outside of Guardian, Start: 09/23/2025, Address: 17129 Otsego Street, Encino, CA 91316, 2 total hrs/month; 1 during securities trading hours, investment related, <10% Annual Compensation, 4) It'z Good, Inc.-owner, Nature of Business: manufacture golf ball markers, Start date: 07/15/2026, Address: 18034 Ventura Blvd. #127 Encino, CA 91316, Duties: oversee the business operations only, 15 total hours per month; 4 during securities trading hours, Not investment related, 5) El Caballero Country Club-Board of Directors, Nature of Business: Country Club, Start date: 07/01/2026, Address: 18300 Tarzana Drive Tarzana, CA 91356, Duties: involved in shaping the future of the club and being part of decisions that impact every aspect of club life, 4 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-21 |
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