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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-03 |
| IN | RA | APPROVED | 2024-02-12 |
| KY | RA | APPROVED | 2023-10-16 |
| OH | RA | APPROVED | 2023-10-11 |
| FL | RA | APPROVED | 2023-09-29 |
| NC | RA | APPROVED | 2023-09-26 |
| HI | RA | APPROVED | 2022-02-07 |
| KS | RA | APPROVED | 2021-03-22 |
| ID | RA | APPROVED | 2019-06-11 |
| MT | RA | APPROVED | 2019-05-20 |
| CA | RA | APPROVED | 2019-04-02 |
| AZ | RA | APPROVED | 2017-08-11 |
| OR | RA | APPROVED | 2017-06-26 |
| WA | RA | APPROVED | 2017-06-26 |
Branch Locations
5 Centerpointe Drive Suite 220, Lake Oswego, OR 97035 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Lake Oswego | OR | 09/2010 | 03/2021 |
| Park Avenue Securities | Lake Oswego | OR | 09/2010 | 03/2021 |
| Guardian Life Insurance Company | Honolulu | HI | 03/2021 | 12/2022 |
| Park Avenue Securities | Honolulu | HI | 03/2021 | 12/2022 |
| Guardian Life Insurance Company | Lake Oswego | OR | 12/2022 | Present |
| Park Avenue Securities | Lake Oswego | OR | 12/2022 | Present |
| Guardian Life Insurance Company | Portland | OR | 06/2024 | Present |
| Guardian Life Insurance Company | Portland | OR | 06/2024 | Present |
1. Insurance Sales-life insurance, DI, LTC, Medical Insurance, Group Benefits- when not appropriate or approved by Guardian, Start: 06/01/1995, Address: 5 Centerpointe Drive, Suite 150 Lake Oswego, OR 97035, 5 bus hrs per month, Investment related, 2. Rental Property-own and am renting a piece of residential real estate, Start: 06/01/2015, Address: 14750 NW Glacier Lane Beaverton, OR 97006, 0 hrs per month, Investment related, 3. LibertyID-Helping clients get protected for identity theft, Start: 05/17/2017, Address: 5 Centerpointe Drive, Suite 150 Lake Oswego, OR 97035, 2 bus hrs per month, Not investment related, 4. Licensed Real Estate Agent-independent contractor licensed real estate agent, Start: 04/03/2019, Address: 29100 SW Town Center Loop W, Unit 130 Willsonville, OR 97070, Hrs per month - tot/bus: 4/2, Investment related, 5. Briand Irrevocable Trust FBO Bryan R. Briand, dated April 26, 2022- Irrevocable trust established by my parents., Start: 06/01/2022, Address: 1703 NW Caitlin Terrace Portland, OR 97229, 0 total hours per month 0 during securities trading hours, Not investment related, No annual compensation, 6. Row Ranch LLC, 1/3 owner of LLC holding vacation property, Start date: 6/1/2024, Address: 45306 HWY 395 S, Dale, OR 97880, No hours/month, no hours during trading, Investment related, No annual compensation;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-25 |
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