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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-09-14 |
Branch Locations
200 Sw Market St Suite 1850, Portland, OR 97201 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Strategies Northwest | Portland | OR | 11/2006 | Present |
| Park Avenue Securities | Portland | OR | 08/2007 | Present |
| Guardian Life Insurance Company | Portland | OR | 08/2001 | Present |
| Guardian Life Insurance Company | Portland | OR | 06/2024 | Present |
| Guardian Life Insurance Company | Portland | OR | 06/2024 | Present |
1. Insurance other than Guardian Insurance Sales other than Guardian, Start: 07/31/2018 Address: 200 SW Market Street Suite 1850; Portland, OR 97201 1-2 bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-04 |
| S66 | Uniform Combined State Law Examination | 1998-05-26 |
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