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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-15 |
| MO | RA | APPROVED | 2026-01-08 |
| SC | RA | APPROVED | 2025-08-05 |
| IL | RA | APPROVED | 2023-03-07 |
| FL | RA | APPROVED | 2021-11-18 |
| IN | RA | APPROVED | 2021-11-17 |
Branch Locations
9000 Keystone Crossing Suite 300, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Siho Insurance Services | Columbus | IN | 08/2009 | 01/2021 |
| Southern Serenity Beach Vacation Rental, Llc | Fort Myers Beach | FL | 04/2018 | Present |
| Guardian Life Insurance Company | Indianapolis | IN | 09/2021 | Present |
| Park Avenue Securities | Indianapolis | IN | 09/2021 | Present |
1) Southern Serenity Beach Vacation Rental, LLC: Principal/owner of beach vacation rental - a single family home jointly owned with my spouse rented primarily through Vrbo, Start Date: 04/01/2018, Address: 285 Ohio Ave., Fort Myers Beach, FL 33931, 24 total hours per month; 6 during normal securities trading hours, Investment related, More than 10% annual compensation, 2) NAIFA - Indiana Board of Directors, Start Date: 1/1/2025, Address: N/A, 10 total business hours per month; 6 during securities trading hours, Not Investment related, No annual compensation, 3) Insurance products outside of Guardian Life, Start Date: 8/15/2025, Address: 9000 Keystone Crossing Ste 300 Indianapolis IN 46240, 3 total hours per month; 2 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-06 |
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