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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
| NC | RA | APPROVED | 2025-01-08 |
| NV | RA | APPROVED | 2022-09-22 |
| GA | RA | APPROVED | 2022-08-25 |
| MO | RA | APPROVED | 2022-07-14 |
| WY | RA | APPROVED | 2022-05-26 |
| MD | RA | APPROVED | 2021-08-20 |
| CA | RA | APPROVED | 2020-12-24 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Corona | CA | 07/2013 | 05/2021 |
| Guardian Life Ins Co. | Corona | CA | 07/2013 | 05/2021 |
| Newport Beach | Newport Beach | CA | 06/2019 | 08/2020 |
| Park Avenue Securities | Newport Beach | CA | 06/2019 | 08/2020 |
| Guardian Life Insurance Company | Claremont | CA | 06/2019 | 06/2024 |
| Park Avenue Securities | Claremont | CA | 06/2019 | 06/2024 |
| Guardian Life Insurance | Irvine | CA | 09/2020 | 05/2021 |
| Park Avenue Securities | Irvine | CA | 09/2020 | 05/2021 |
| Guardian Life Insurance Company | Eastvale | CA | 06/2024 | Present |
| Park Avenue Securities | Eastvale | CA | 06/2024 | Present |
| Guardian Life Insurance | Irvine | CA | 06/2024 | Present |
| Park Avenue Securities | Irvine | CA | 06/2024 | Present |
1) Fixed insurance outside of Guardian-Fixed insurance outside of Guardian,. Start: 11/04/2021, Address: 333 N. Indian Hill Blvd, Claremont, CA 91711, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-30 |
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