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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-26 |
| NJ | RA | APPROVED | 2026-04-06 |
| RI | RA | APPROVED | 2025-09-19 |
| KS | RA | APPROVED | 2025-01-27 |
| WA | RA | APPROVED | 2024-07-19 |
| OK | RA | APPROVED | 2024-07-15 |
| HI | RA | APPROVED | 2024-04-12 |
| CT | RA | APPROVED | 2023-11-01 |
| LA | RA | APPROVED | 2023-07-25 |
| NY | RA | APPROVED | 2021-04-16 |
| CO | RA | APPROVED | 2019-04-18 |
| MI | RA | APPROVED | 2019-02-28 |
| NV | RA | APPROVED | 2019-02-01 |
| UT | RA | APPROVED | 2019-01-10 |
| MN | RA | APPROVED | 2015-11-05 |
| WI | RA | APPROVED | 2014-08-20 |
| IL | RA | APPROVED | 2014-05-23 |
| PA | RA | APPROVED | 2014-02-13 |
| AR | RA | APPROVED | 2014-01-02 |
| IN | RA | APPROVED | 2014-01-02 |
| MA | RA | APPROVED | 2013-12-16 |
| MO | RA | APPROVED | 2013-12-12 |
| NC | RA | APPROVED | 2011-02-08 |
| SC | RA | APPROVED | 2011-01-31 |
| AL | RA | APPROVED | 2010-06-09 |
| AZ | RA | APPROVED | 2010-04-26 |
| GA | RA | APPROVED | 2008-05-16 |
| OH | RA | APPROVED | 2008-04-21 |
| MS | RA | APPROVED | 2007-03-27 |
| TN | RA | APPROVED | 2006-12-01 |
| TX | RA | APPROVED_RES | 2006-11-08 |
| FL | RA | APPROVED | 2005-10-28 |
| CA | RA | APPROVED | 2005-01-06 |
| MD | RA | APPROVED | 2002-10-25 |
| VA | RA | APPROVED | 2002-10-25 |
Branch Locations
1 Meridian Vis Dr Ste 255, Las Vegas, NV 89135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Memphis | TN | 10/2006 | 07/2019 |
| Park Avenue Securities Llc | Memphis | TN | 10/2006 | 07/2019 |
| Guardian Life Insurance | Las Vegas | NV | 07/2019 | Present |
| Park Avenue Securities | Las Vegas | NV | 07/2019 | Present |
| Guardian Life Insurance | Irvine | CA | 07/2019 | 02/2021 |
| Park Avenue Securities | Irvine | CA | 07/2019 | 02/2021 |
1. Foxhole Partners LLC. (Formerly Foxhole Battle, LLC) Our mission is to focus on behavior coaching that involves many areas of life including health, nutrition, relationships and also basic monetary behavior. It would not discuss strategy around those principles but simply highlight and dig in to the difference in how one behaves around money based on how they view the world. Start: 06/13/2016, Address: 2010 Coors Creek Cove, Collierville, TN 38017, 2-3 total hours per month, 2-3 during securities trading hours, Less than 10% annual compensation, Not investment related, 2. Foxhole Book Sales, This OBA is being set up to facilitate the sales of any books I write on financial topics, Start: 10/01/2017 Address: 2480 Sommers Road, Lake St. Louis MO 63367, 1 total hour per month, 0 during securities trading hours, Less than 10% annual compensation, Not investment related, 3. Foxhole Partner Experience Foxhole Partner Experience is a coaching company for financial advisers that deals with behavioral management and how it applies to their business. Start: 12/03/2018, Address: 2010 Coors Creek Cove, Collierville, TN 38017, 7 total hours per month, 1 during securities trading hours, Less than 10% annual compensation, Not investment related, 4. Life Insurance/Fixed Annuity Sales, I sell life insurance and fixed annuities from companies for clients where appropriate, Start: 07/01/2000, Address: 6060 Primacy Parkway, #175, Memphis, TN 38119, 1 total hour per month, 1 during securities trading hours, Less than 10% annual compensation, Investment related, 5. DeLisi Capital Management, LLC DBA for my normal business practices as a Guardian FR, Start: 07/16/2019, Address: 8906 Spanish Ridge Avenue #110, Las Vegas, Nevada 89148, 200 total hours per month, 200 during securities trading hours, Greater than 10% annual compensation, Investment related, 6. Junior Leaders MMA Foundation, Treasurer, Start: 08/19/2024, Address: 6278 Ronald Reagan Dr., Lake St. Louis, MO 63367, 2 total hours per month, 0 during securities trading hours, No annual compensation, Investment related, 7) Insurance other than Guardian-Independent contractor, Start date: 10/01/2025, Address: 8906 Spanish Ridge Ave #110, Las Vegas, NV 89148, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-16 |
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