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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-03-09 |
Branch Locations
620 Green Valley Road Suite 307, Greensboro, NC 27408 • United States
Highpoint, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 01/2013 | 12/2016 |
| Qualified Plan Administrators | Greensboro | NC | 01/2012 | Present |
| Guardian Life Insurance Co Of America | Greensboro | NC | 02/2017 | Present |
| Park Avenue Securities, Llc | New York | NY | 03/2017 | Present |
| Guardian Life Insurance Company | Highpoint | NC | 06/2024 | Present |
| Guardian Life Insurance Company | Highpoint | NC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-27 |
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