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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-18 |
| NV | RA | APPROVED | 2020-02-24 |
| CA | RA | APPROVED | 2014-10-01 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Claremont, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Claremont | CA | 09/2014 | Present |
| Park Avenue Securities Llc | Claremont | CA | 09/2014 | Present |
| Guardian Life Insurance Company | Irvine | CA | 06/2024 | Present |
| Park Avenue Securities | Irvine | CA | 06/2024 | Present |
1. Pacific Advisors - Insurance Products outside Guardian or IUS-sell insurance products outside of Guardian/IUS depending on client's need, Start: 01/01/2015, Address: 783 W. Tenth Street; Claremont, CA 91711, 1 bus hr per month, Investment related, 2. Financial Education-Financial Education Workshops. These workshops would cover financial concepts in keeping with LBS, Guardian and Park Avenue Securities philosophy and presentation, Start: 02/29/2016, Address: 783 W. 10th Street Claremont, CA 91711, 5 bus hrs per month, Not investment related, 3) Power of Attorney for Spouse, Start: 10/16/2000, Address: 783 W. 10th Street Claremont, CA 91711, 0 total hours per month, Not investment related, No annual compensation, 4) Successor Trustee for Brother's Family Trust- Brother has requested I be Successor Trustee for his Family's Revocable Trust until his kids are older. , Start: 11/01/2022, Address: 783 W. 10th Street Claremont, CA 91711, 0 total hours per month 0 during securities trading hours, Not investment related, No annual compensation, 5) Co-Executor of Mother's Estate- mother asked if my brother and I would be willing to be Co-Executors of her estate., Start: 11/01/2022, Address: 783 W. 10th Street Claremont, CA 91711, 0 total hours per month 0 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-17 |
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