Matthew Wade Shipman

Current Employers

Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-07-06
AK	RA	APPROVED	2026-04-28
KY	RA	APPROVED	2025-05-23
MA	RA	APPROVED	2025-04-29
NM	RA	APPROVED	2024-07-30
FL	RA	APPROVED	2024-03-22
MS	RA	APPROVED	2023-08-24
MO	RA	APPROVED	2023-08-24
NH	RA	APPROVED	2021-11-01
NY	RA	APPROVED	2021-10-07
MI	RA	APPROVED	2021-10-06
VA	RA	APPROVED	2021-08-31
NC	RA	APPROVED	2021-07-30
PA	RA	APPROVED	2021-04-21
OH	RA	APPROVED	2020-08-16
MT	RA	APPROVED	2020-07-14
OK	RA	APPROVED	2020-05-19
DE	RA	APPROVED	2020-04-24
GA	RA	APPROVED	2020-03-04
NJ	RA	APPROVED	2019-11-20
WA	RA	APPROVED	2019-11-13
IN	RA	APPROVED	2019-09-19
SC	RA	APPROVED	2019-09-19
MD	RA	APPROVED	2018-09-17
ID	RA	APPROVED	2018-05-24
NV	RA	APPROVED	2018-03-27
AZ	RA	APPROVED	2018-03-06
CT	RA	APPROVED	2018-02-14
HI	RA	APPROVED	2017-12-14
WY	RA	APPROVED	2017-10-12
CO	RA	APPROVED	2017-02-27
OR	RA	APPROVED	2016-04-19
IL	RA	APPROVED	2013-07-11
TX	RA	APPROVED_RES	2013-07-11
WI	RA	APPROVED	2013-07-10
CA	RA	APPROVED	2013-03-18

UT RA
APPROVED

Since 2026-07-06
AK RA
APPROVED

Since 2026-04-28
KY RA
APPROVED

Since 2025-05-23
MA RA
APPROVED

Since 2025-04-29
NM RA
APPROVED

Since 2024-07-30
FL RA
APPROVED

Since 2024-03-22
MS RA
APPROVED

Since 2023-08-24
MO RA
APPROVED

Since 2023-08-24
NH RA
APPROVED

Since 2021-11-01
NY RA
APPROVED

Since 2021-10-07
MI RA
APPROVED

Since 2021-10-06
VA RA
APPROVED

Since 2021-08-31
NC RA
APPROVED

Since 2021-07-30
PA RA
APPROVED

Since 2021-04-21
OH RA
APPROVED

Since 2020-08-16
MT RA
APPROVED

Since 2020-07-14
OK RA
APPROVED

Since 2020-05-19
DE RA
APPROVED

Since 2020-04-24
GA RA
APPROVED

Since 2020-03-04
NJ RA
APPROVED

Since 2019-11-20
WA RA
APPROVED

Since 2019-11-13
IN RA
APPROVED

Since 2019-09-19
SC RA
APPROVED

Since 2019-09-19
MD RA
APPROVED

Since 2018-09-17
ID RA
APPROVED

Since 2018-05-24
NV RA
APPROVED

Since 2018-03-27
AZ RA
APPROVED

Since 2018-03-06
CT RA
APPROVED

Since 2018-02-14
HI RA
APPROVED

Since 2017-12-14
WY RA
APPROVED

Since 2017-10-12
CO RA
APPROVED

Since 2017-02-27
OR RA
APPROVED

Since 2016-04-19
IL RA
APPROVED

Since 2013-07-11
TX RA
APPROVED_RES

Since 2013-07-11
WI RA
APPROVED

Since 2013-07-10
CA RA
APPROVED

Since 2013-03-18

Branch Locations

950 W Bannock Street Suite 1100, Boise, ID 83702 • United States

200 Sw Market St Suite 1850, Portland, OR 97201 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Guardian Life Insurance Company Of America	Newport Beach	CA	02/2013	04/2017
Park Avenue Securities	Newport Beach	CA	02/2013	04/2017
Guardian Life Insurnace	San Diego	CA	04/2017	09/2025
Park Avenue Securities	San Diego	CA	04/2017	09/2025
Guardian Life Insurance	Ventura	CA	10/2019	12/2020
Park Avenue Securities	Ventura	CA	10/2019	12/2020
Guardian Life Insurance	Boise	ID	11/2021	Present
Park Avenue Securties	Boise	ID	11/2021	Present

02/2013 → 04/2017

Guardian Life Insurance Company Of America

Newport Beach, CA
02/2013 → 04/2017

Park Avenue Securities

Newport Beach, CA
04/2017 → 09/2025

Guardian Life Insurnace

San Diego, CA
04/2017 → 09/2025

Park Avenue Securities

San Diego, CA
10/2019 → 12/2020

Guardian Life Insurance

Ventura, CA
10/2019 → 12/2020

Park Avenue Securities

Ventura, CA
11/2021 → Present

Guardian Life Insurance

Boise, ID
11/2021 → Present

Park Avenue Securties

Boise, ID

Previous Registrations

2006-11-22 → 2013-02-15

Mml Investors Services, Llc

La Jolla, CA

San Diego, CA

San Diego, CA

Other Businesses

1. PA LLC-Officer, It is a holding company for our agency, Start: 04/01/2018, Address: 480 North Indian Hills Blvd. Suite 2A, Claremont, CA 91711, 0 total hours per month, No annual compensation, Not investment related, 2. RealEquity, LLC-50% owner - We don't own any real estate at this time but plan to do so. It will be owned by this LLC, Start: 10/01/2018, Address: 1344 Skyros Way, Encinitas, CA 92024, 1 total business hour per month, 0 during securities trading hours, Less than 10% annual compensation, Investment related, 3. APN (Advanced Practice Network) DBA "Fiscalyze"-I am a 5% owner and largely passive in nature, Start: 04/07/2016, Address: 333 N. Indian Hill Blvd. Claremont, CA 91711, 1 total hour per month, 1 during securities trading hours, No annual compensation, Not investment related, 4. Outside Insurance Sales-LTC, Annuities, Life, DI, Start: 01/01/2020, Address: 9605 Scranton Rd. Suite 625, San Diego, CA 92121, 2 total hours per month, 2 during securities trading hours, Less than 10% annual compensation, Investment related, 5. MWS Financial Inc, President-entity for tax purposes, Start: 11/10/2021, Address: 6127 W Ustick Rd, Boise, ID 83704, 0 total hours per month, Not investment related, No annual compensation, 6. Trustee-parents, Start: 01/02/2019, Address: N/A, 0 total hours per month, No annual compensation, Not investment related, 7. Rental Income-rent out a property we own, Start: 09/12/2022, Address: 3117 W. Neff Street, Boise, ID 83703, 1 total hours per month; 0 during securities trading hours, Less than 10% annual compensation, Investment related, 8. One Pacific Benefits, LLC, Owner Start: 10/15/2023, Address: NA 2 total hours per month; 2 during securities trading hours, Less than 10% annual compensation, Investment related, 9. S4 Enterprises LLC, Owner. This LLC will be used to own property that I will be building townhomes on for rental income, Start: 05/01/2024, Address: 3799 N. Adama Street, Garden City, ID, 83703, 5 total hours per month, 0 during securities trading hours, Greater than 10% annual compensation, Investment related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-11-04
S63	Uniform Securities Agent State Law Examination	2004-03-17

S66 Uniform Combined State Law Examination

2006-11-04
S63 Uniform Securities Agent State Law Examination

2004-03-17

View on SEC IAPD