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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-11-09 |
| CA | RA | APPROVED | 2015-04-15 |
| TX | RA | APPROVED | 2010-08-10 |
| LA | RA | APPROVED | 2002-11-21 |
Branch Locations
3040 Post Oak Blvd Suite 1150, Houston, TX 77056 • United States
Richmond, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Houston | TX | 03/2016 | Present |
| Park Avenue Securities | Houston | TX | 03/2016 | Present |
| Guardian Life Insurance Company | Richmond | TX | 06/2024 | Present |
| Park Avenue Securities | Richmond | TX | 06/2024 | Present |
1. Products other than Guardian Selling products other than Guardian when Guardian is not a fit for the client Start: 12/01/1993 Address: 3040 Post Oak Blvd #400 Houston, TX 77056 2 bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-06 |
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