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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED_RES | 2026-03-27 |
| PA | RA | APPROVED | 2024-07-16 |
| VA | RA | APPROVED | 2022-07-18 |
| NC | RA | APPROVED | 2021-03-23 |
| GA | RA | APPROVED | 2020-10-07 |
| AR | RA | APPROVED | 2017-01-19 |
| FL | RA | APPROVED | 2016-03-25 |
Branch Locations
4200 W Cypress Street Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Tampa | FL | 08/2006 | Present |
| Park Avenue Securities | Tampa | FL | 09/2006 | Present |
1. Health Commissions-Group and Individual Health Insurance commissions, Start: 12/01/2004, Address: 4200 W Cypress St., Ste 700, Tampa, FL 33607, 10 bus hrs per month, Investment related, 2) Executor & POA of parents' estate, Start: 10/15/2021, Address: 7219 Wareham Dr. Tampa, FL. 33647, 0 total hours per month, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-18 |
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