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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-21 |
| WV | RA | APPROVED | 2026-06-05 |
| NY | RA | APPROVED | 2026-01-22 |
| GA | RA | APPROVED | 2025-09-02 |
| MI | RA | APPROVED | 2025-08-11 |
| DE | RA | APPROVED | 2025-07-11 |
| ME | RA | APPROVED | 2024-06-28 |
| SC | RA | APPROVED | 2024-02-20 |
| OH | RA | APPROVED | 2023-01-09 |
| CA | RA | APPROVED | 2022-06-14 |
| MN | RA | APPROVED | 2019-10-11 |
| AZ | RA | APPROVED | 2019-10-10 |
| PA | RA | APPROVED | 2017-12-13 |
| TX | RA | APPROVED_RES | 2015-10-28 |
| NC | RA | APPROVED | 2015-05-26 |
| FL | RA | APPROVED | 2008-01-14 |
| DC | RA | APPROVED | 2004-04-29 |
| MD | RA | APPROVED | 2004-04-28 |
| VA | RA | APPROVED | 2004-04-28 |
Branch Locations
11600 Sunrise Valley Drive Suite 100, Reston, VA 20191 • United States
Ashburn, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Reston | VA | 06/2003 | Present |
| Park Avenue Securities | Reston | VA | 06/2003 | Present |
| Park Avenue Securities | Ashburn | VA | 06/2024 | Present |
| Guardian Life Insurance Company | Ashburn | VA | 06/2024 | Present |
1. Selling insurance products other than those offered through Guardian and its subsidiaries-Selling insurance products other than Guardian when Guardian does not offer them or is not a good fit for the the client need Start: 01/01/2004 Address: 12110 Sunset Hills Rd., Suite 340, Reston, VA 20190 10 bus hrs per month Investment related 2. Passive income from rental properties-passive income from 1 rental property that I own jointly with my wife, Start: 07/01/2001 Address: 427 Sprig Point, Corolla, NC 27927, 1 non bus hr per month, Investment related, Less than 10% annual compensation, 3) Clark Operating Company-CEO, President and Treasurer Start: 04/17/2020 Address: 2238 Belle Terra Drive, Ashburn, VA 20148 1 non bus hr per month Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-09 |
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