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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-12 |
| NJ | RA | APPROVED | 2026-02-25 |
| ME | RA | APPROVED | 2026-02-10 |
| IA | RA | APPROVED | 2025-09-17 |
| NY | RA | APPROVED | 2024-02-12 |
| MD | RA | APPROVED | 2023-12-08 |
| VT | RA | APPROVED | 2023-12-08 |
| IL | RA | APPROVED | 2023-03-22 |
| CA | RA | APPROVED | 2022-11-14 |
| AR | RA | APPROVED | 2022-07-06 |
| DC | RA | APPROVED | 2022-02-28 |
| MT | RA | APPROVED | 2022-02-09 |
| CT | RA | APPROVED | 2021-09-24 |
| MN | RA | APPROVED | 2021-07-26 |
| OR | RA | APPROVED | 2020-02-12 |
| NH | RA | APPROVED | 2019-03-12 |
| KY | RA | APPROVED | 2019-02-07 |
| AL | RA | APPROVED | 2019-01-14 |
| MA | RA | APPROVED | 2018-06-18 |
| VA | RA | APPROVED | 2018-02-12 |
| WI | RA | APPROVED | 2018-02-07 |
| PA | RA | APPROVED | 2015-06-09 |
| IN | RA | APPROVED | 2013-11-15 |
| TX | RA | APPROVED | 2013-02-12 |
| FL | RA | APPROVED | 2012-09-05 |
| GA | RA | APPROVED | 2012-09-05 |
| SC | RA | APPROVED | 2012-09-05 |
| NC | RA | APPROVED | 2012-09-04 |
Branch Locations
2725 Devine St Suite 100, Columbia, SC 29205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Columbia | SC | 08/2012 | Present |
| Guardian Life Insurance Company | Columbia | SC | 08/2012 | Present |
| Consolidated Planning, Inc | Columbia | NC | 08/2012 | Present |
1. Insurance other than Guardian-LTC, Life, DI, Start: 09/12/2017, Address: 2725 Devine St Ste 100 Columbia, SC 29201, 5 bus hrs per month, Investment Related, >10% annual compensation, 2. Student Loan Consultants-established a process for collecting loan information, financial data, etc. and developed an Excel based calculator to quantify repayment options under different loan balance, income, family size, medical specialty or other employment opportunity scenarios, START: 09/12/2017, ADDRESS: 2725 Devine St; Columbia, SC 29205, 20 total hours per month; 10 during securities trading hours, Not investment related, Less than 10% annual compensation, 3. Tree of Life House and Grounds Committee Co-Chair-I am co-chairing overseeing house and grounds for my synagogue, Start: 08/31/2018, Address: 6719 N Trenholm Road Columbia, SC 29206, Hrs per month - tot/ bus: 10/1, Not investment related, 4) Trustee for family member, Start: 07/19/2022, Address: N/A, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 5) Tree of Life Coffee House Facilities Chair-serve as a liaison between the Coffee House and TOL and will coordinate set up and breakdown for concerts, Start: 03/01/2023, Address: 6719 N Trenholm Road Columbia, SC 29206, 2 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 6) Alfred Burnside Lake, Inc. Start Date: 10/14/2025, Address: 6 Brandywine Lane Arcadia Lakes, SC 29206, 0 total hours per month, Investment Related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-12-04 |
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