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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-02-26 |
| AL | RA | APPROVED | 2025-04-07 |
| TX | RA | APPROVED_RES | 2024-04-18 |
| CT | RA | APPROVED | 2022-07-19 |
| ID | RA | APPROVED | 2020-11-10 |
| FL | RA | APPROVED | 2019-01-14 |
| CA | RA | APPROVED | 2018-11-26 |
| OH | RA | APPROVED | 2018-11-23 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins Co Of America | San Diego | CA | 03/2015 | 10/2017 |
| Park Avenue Securities | San Diego | CA | 03/2015 | 10/2017 |
| Guardian Life Insurance Company | La Jolla | CA | 10/2017 | 10/2021 |
| Park Avenue Securities | La Jolla | CA | 10/2017 | 10/2021 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
1. AMG Insurance & Financial Service-pay my personal assistant from a business checking account in this name, Start: 05/07/2014, Address: 4275 Executive Square Suite 800; La Jolla, CA 92037, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 2) Disaster Pro, LLC-public Adjuster working with people who have insurance claims Start: 07/01/2025, Address: 19856 Fortuna Del Este Escondido, CA 92029, 10 total hour per month; 0 during securities trading hours, Not investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-29 |
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