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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-24 |
| CO | RA | APPROVED | 2023-03-01 |
| CT | RA | APPROVED | 2021-10-22 |
| OH | RA | APPROVED | 2021-10-20 |
| NY | RA | APPROVED | 2021-04-16 |
| IN | RA | APPROVED | 2021-03-17 |
| GA | RA | APPROVED | 2019-08-09 |
| TX | RA | APPROVED | 2018-05-15 |
| WA | RA | APPROVED | 2015-08-05 |
| WI | RA | APPROVED | 2015-04-22 |
| NC | RA | APPROVED | 2014-09-26 |
| FL | RA | APPROVED | 2012-04-02 |
| PA | RA | APPROVED | 2011-04-05 |
| CA | RA | APPROVED | 2009-09-14 |
| DC | RA | APPROVED | 2004-03-05 |
| MD | RA | APPROVED | 2004-03-02 |
| VA | RA | APPROVED | 2004-03-02 |
Branch Locations
510-526 King Street 5Th Floor, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Alexandria | VA | 08/2015 | 07/2025 |
| Park Avenue Securities Llc | Alexandria | VA | 08/2015 | 07/2025 |
| Guardian Life Insurance Company | Reston | VA | 07/2025 | 07/2026 |
| Park Avenue Securities | Reston | VA | 07/2025 | 07/2026 |
| Guardian Life Insurance Company | Alexandria | VA | 07/2026 | Present |
| Park Avenue Securities | Alexandria | VA | 07/2026 | Present |
1. Outside insurance products-Insurance provided from companies other than Guardian or PAS, Start: 12/01/2002, Address: 2000 Duke Street, Suite 300 Alexandria, VA 22314, 1 bus hr per month, Investment related, 2. Residential real estate rental-Two small townhouses in Lynchburg, VA rented to a tenant, Start: 12/01/2003, Address: 726 Wyndhurst Dr Lynchburg, VA 24502, 1002 Enterprise Dr #104 Lynchburg, VA 24502, 1 non bus hr per month, Investment related, 3. HEALTHY MONEY - Making a Successful Transition from Resident to Attending, Book to be used as a hand out as well as sale on the Kindle Platform (electronic and printed copy), Start: 06/26/2017, Address: 1940 Duke St, Suite 200 Alexandria, VA 22314, 5 bus hrs per month, Not investment related, 4. The One-Number Budget: Why Traditional Budgets Fail and What to Do About It, Start: 08/23/2022, Address: 2000 Duke Street, Suite 300 Alexandria, VA 22314, 4 total hours per month; 4 during securities trading hours, Not investment related, Less than 10% Annual Compensation, 5. Crane Financial LLC- DBA, Start: 02/09/2022, Address: 2000 Duke Street, Suite 300 Alexandria, VA 22314, 200 total hours per month; 200 during securities trading hours, Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-18 |
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