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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-23 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Ventura, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Ventura | CA | 01/2018 | 12/2020 |
| Wynn & Hall Financial Services | Glendale | CA | 07/2002 | 11/2017 |
| Park Avenue Securities, Llc | Ventura | CA | 07/2018 | 12/2020 |
| Guardian Life Insurance | Claremont | CA | 12/2020 | 09/2025 |
| Park Avenue Securities | Claremont | CA | 12/2020 | 09/2025 |
| Guardian Life Insurance | Ventura | CA | 06/2024 | Present |
| Park Avenue Securities | Ventura | CA | 06/2024 | Present |
1. Administrative Assistant to the ACO Employed at Pacific Advisors as the Administrative Assistant to the ACO Start: 01/03/2018 Address: 3585 Maple St, Ste 140, Ventura, CA 93003 Hrs per month - tot/ bus: 160/80 Not investment related >10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
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