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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-05-10 |
| HI | RA | APPROVED | 2022-08-10 |
| ME | RA | APPROVED | 2022-03-22 |
| MD | RA | APPROVED | 2021-09-15 |
| NY | RA | APPROVED | 2021-04-16 |
| IL | RA | APPROVED | 2020-03-05 |
| NC | RA | APPROVED | 2015-01-02 |
| MI | RA | APPROVED | 2013-09-17 |
| MT | RA | APPROVED | 2013-06-25 |
| KY | RA | APPROVED | 2013-02-21 |
| WA | RA | APPROVED | 2012-12-07 |
| OR | RA | APPROVED | 2012-10-23 |
| NJ | RA | APPROVED | 2012-09-11 |
| CO | RA | APPROVED | 2012-03-09 |
| UT | RA | APPROVED | 2011-08-02 |
| PA | RA | APPROVED | 2011-04-05 |
| DC | RA | APPROVED | 2010-08-23 |
| VA | RA | APPROVED | 2010-08-18 |
| FL | RA | APPROVED | 2009-08-11 |
| AZ | RA | APPROVED | 2007-04-05 |
| OH | RA | APPROVED | 2007-03-20 |
| CA | RA | APPROVED | 2007-03-19 |
| NV | RA | APPROVED | 2007-03-19 |
| TX | RA | APPROVED | 2007-03-19 |
Branch Locations
8383 Wilshire Blvd Suite 800, Beverly Hills, CA 90211 • United States
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Venice, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Beverly Hills | CA | 01/2014 | 09/2022 |
| Park Avenue Securities | Beverly Hills | CA | 01/2014 | 09/2022 |
| Guardian Life Insurance Company Of America | El Segundo | CA | 10/2022 | 11/2022 |
| Park Avenue Securities | El Segundo | CA | 10/2022 | 11/2022 |
| Guardian Life Insurance Company Of America | Beverly Hills | CA | 11/2022 | Present |
| Park Avenue Securities | Beverly Hills | CA | 11/2022 | Present |
| Guardian Life Insurance Company | Venice | CA | 06/2024 | Present |
| Guardian Life Insurance Company | Venice | CA | 06/2024 | Present |
1. Member, California State Bar-I am an active member of the California State Bar. I maintain continuing educational requirements, Start: 10/01/1979, Address: N/A, 0 hrs per month, Not investment related, 2. Member, U.S. Supreme Court Bar-I was admitted to the U.S. Supreme Court Bar on 11/16/2015. This means that I have the credentials to appear before the U.S. Supreme Court, use its law library in Washington DC, and be seated in the admitted attorneys section of the court should I want to hear a court session, Start: 11/16/2015, Address: 8383 Wilshire Boulevard, Suite 212 Beverly Hills CA 9021, Not investment related, 3. Marguerite Rangel(individual)-Late client held annuities & insurance policies with previous advisors & carriers. Family asked me to organize his papers and to process/notify the respective various institutions of my PAS client's death,. Start: 05/15/2019, Address: 8383 Wilshire Boulevard, Suite 212 Beverly Hills CA 90211, 5 non bus hrs per month, Not investment related, 4) Marguerite Rangel-General review of legal documents and general legal advice, Start: 09/01/2021, Address: 707 Wilshire Boulevard, 46th Floor Los Angeles CA 90017, 5-10 total hours per month 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 5) Director, Board of Directors, Jonathan Club- Director for 501(c)(7) organization, Start: 06/01/2021, Address: 545 South Figueroa Street Los Angeles CA 90071, 10 total hours per month 3 during securities trading hours, Not investment related, No annual compensation, 6) Venezia Wealth Management and Insurance Services, DBA - Insurance other than Guardian, Start Date: 02/04/2019, Address: 8383 Wilshire Blvd. Ste #800 Beverly Hills, CA 90211, 10 total business hours per month / 10 during normal securities trading hours, Less than 10% annual compensation, Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-14 |
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