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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-15 |
| NJ | RA | APPROVED | 2026-07-15 |
| KS | RA | APPROVED | 2026-06-12 |
| OR | RA | APPROVED | 2026-01-27 |
| IA | RA | APPROVED | 2025-09-03 |
| GA | RA | APPROVED | 2024-08-20 |
| NC | RA | APPROVED | 2024-08-16 |
| FL | RA | APPROVED | 2024-07-19 |
| MD | RA | APPROVED | 2024-06-26 |
| NM | RA | APPROVED | 2024-02-09 |
| NY | RA | APPROVED | 2023-08-01 |
| PA | RA | APPROVED | 2023-07-07 |
| TX | RA | APPROVED_RES | 2022-09-01 |
| MA | RA | APPROVED | 2022-05-25 |
| WA | RA | APPROVED | 2020-06-12 |
| WY | RA | APPROVED | 2017-07-25 |
| CO | RA | APPROVED | 2017-02-27 |
| DE | RA | APPROVED | 2014-03-07 |
| CA | RA | APPROVED | 2012-06-01 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Garden Grove, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Newport Beach | CA | 04/2012 | 08/2020 |
| Park Avenue Securities | Newport Beach | CA | 04/2012 | 08/2020 |
| Park Avenue Securities | Irvine | CA | 09/2020 | Present |
| Guardian Life Insurance | Irvine | CA | 09/2020 | Present |
| Guardian Life Insurance Company | Garden Grove | CA | 06/2024 | Present |
| Park Avenue Securities | Garden Grove | CA | 06/2024 | Present |
1. Insurance Sales-I sell insurance (life, disability income, long term care, and annuities) with various insurance carriers., Start: 05/01/1998, Address: 2855 Michelle Drive, Suite 320 Irvine, CA 92606, 5 bus hrs per month, Investment related, 2. Named successor trustee for parent's estate. Start: 11/24/2021, Address: NA, 0 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation, 3. Named successor agent for my spouse on his power of attorney for financial affairs. Start: 08/11/2021, Address: NA, 0 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation, 4. Living Balance Sheet Faculty Member - teach aspects of the Living Balance Sheet software as well as provide instruction on the philosophy around the approach. Start: 01/01/2023, Address: Pacific Advisors, 2855 Michelle Drive, Ste. 320, Irvine, CA 92606, 5 total hours per month, 5 during securities trading hours, Investment related, Less than 10% of annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-09-21 |
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