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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-10 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
Rock Hill, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Rock Hill | SC | 10/2012 | 02/2026 |
| Oneamerica Securities | Rock Hill | SC | 11/2012 | 02/2026 |
| Voya Financial Partners, Llc | Windsor | CT | 01/2025 | 02/2026 |
| Guardian Life Insurance Company | Charlotte | NC | 02/2025 | Present |
| Gaurdian Life Insurance Company | Rock Hill | SC | 02/2026 | Present |
| Park Avenue Securities | Charlotte | NC | 02/2026 | Present |
| Park Avenue Securities | Rock Hill | SC | 02/2026 | Present |
Consultant at My Benefits, LLC 2/10/2025 511 Rosemore Place, Rock Hill SC 29732 160 Hours per month 80 hours during trading hours Not investment related 76-100% Annual Percentage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-29 |
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