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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| NE | RA | APPROVED | 2020-02-26 |
| IN | RA | APPROVED | 2017-06-12 |
| GA | RA | APPROVED | 2014-09-04 |
| OR | RA | APPROVED | 2014-06-16 |
| VA | RA | APPROVED | 2014-06-09 |
| MI | RA | APPROVED | 2011-04-28 |
| DE | RA | APPROVED | 2010-05-25 |
| UT | RA | APPROVED | 2006-09-14 |
| NV | RA | APPROVED | 2006-07-07 |
| FL | RA | APPROVED | 2006-06-05 |
| NM | RA | APPROVED | 2005-12-06 |
| WA | RA | APPROVED | 2002-11-15 |
| AZ | RA | APPROVED | 2002-01-31 |
| CO | RA | APPROVED | 2001-04-16 |
| CA | RA | APPROVED | 2001-04-09 |
| TX | RA | APPROVED_RES | 2001-03-08 |
Branch Locations
5080 North 40Th St. Suite 400, Phoenix, AZ 85018 • United States
Lincoln, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Phoenix | AZ | 03/2001 | Present |
| Guardian Life Insurance Company | Lincoln | NE | 06/2024 | Present |
| Park Avenue Securities | Lincoln | NE | 06/2024 | Present |
1) Outside Insurance Sales, Start date: 9/15/2025, Address: 5080 N 40th St. Suite 400 Phoenix AZ 85018, 5 total hours/month; 4 during securities trading hours, Investment Related, <10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-07 |
| S65 | Uniform Investment Adviser Law Examination | 1997-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-23 |
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