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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-04-05 |
Branch Locations
3040 Post Oak Blvd Suite 1150, Houston, TX 77056 • United States
6000 Western Place Suite 120, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Ft Worth | TX | 01/2011 | Present |
| Guardian Life Insurance Co Of America | Ft Worth | TX | 01/2011 | Present |
| Guardian Life Insurance Company | Houston | TX | 02/2019 | Present |
| Park Avenue Securities | Houston | TX | 02/2019 | Present |
1. White Rhino Financial LLC, General Agency Name Start: 01/01/2016, Address: 3100 West 7th Street Suite 350, 50 total hours per month, 10 during securities trading hours, More than 10% annual compensation, Investment related, 2. RethinkWealth LLC, General Agency, Partner/Owner, Start: 11/09/2022, Address: 3040 Post Oak Blvd suite 1150, Houston, TX, 240 total business hours per month, 160 during securities trading hours, More than 10% annual compensation, Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-21 |
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