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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-12 |
| MA | RA | APPROVED | 2025-12-03 |
| ID | RA | APPROVED | 2025-08-04 |
| IA | RA | APPROVED | 2025-07-31 |
| CT | RA | APPROVED | 2024-11-13 |
| NV | RA | APPROVED | 2024-09-20 |
| WV | RA | APPROVED | 2024-09-03 |
| KS | RA | APPROVED | 2023-10-30 |
| OH | RA | APPROVED | 2023-10-10 |
| NJ | RA | APPROVED | 2022-11-03 |
| OK | RA | APPROVED | 2022-09-08 |
| OR | RA | APPROVED | 2022-09-02 |
| IN | RA | APPROVED | 2022-03-07 |
| UT | RA | APPROVED | 2022-02-16 |
| AZ | RA | APPROVED | 2021-09-07 |
| NY | RA | APPROVED | 2021-04-16 |
| WI | RA | APPROVED | 2020-10-22 |
| MD | RA | APPROVED | 2020-06-25 |
| NC | RA | APPROVED | 2020-03-12 |
| LA | RA | APPROVED | 2019-09-23 |
| MS | RA | APPROVED | 2019-07-02 |
| AR | RA | APPROVED | 2018-10-29 |
| HI | RA | APPROVED | 2018-06-28 |
| VA | RA | APPROVED | 2017-10-20 |
| WA | RA | APPROVED | 2017-02-17 |
| ME | RA | APPROVED | 2017-02-01 |
| SC | RA | APPROVED | 2016-09-06 |
| MI | RA | APPROVED | 2016-02-11 |
| CO | RA | APPROVED | 2015-10-16 |
| NE | RA | APPROVED | 2014-07-01 |
| GA | RA | APPROVED | 2014-04-03 |
| TX | RA | APPROVED_RES | 2013-05-24 |
| CA | RA | APPROVED | 2010-07-09 |
| AL | RA | APPROVED | 2010-05-17 |
| FL | RA | APPROVED | 2009-05-22 |
Branch Locations
3595 Grandview Parkway Dr Suite 225, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Pensacola | FL | 06/2006 | 07/2023 |
| Park Avenue Securities | Pensacola | FL | 10/2006 | 07/2023 |
| Guardian Life Insurance Company | Birmingham | AL | 07/2023 | Present |
| Park Avenue Securities | Birmingham | AL | 07/2023 | Present |
1. BASEBALL COACH-Coaching Baseball and give baseball lessons for compensation, Start: 02/17/2000, Address: 400 Navarre St. Gulf Breeze, FL 32561, 3 non bus hrs per month, Not investment related, 2. Golden Rule Health Insurance-Selling health insurance, Start: 02/17/2010, Address: 375 N 9th Ave. Suite A; Pensacola, FL 32502, 0 hrs per month, Investment related, 3. Jackson National Fixed Products-In the past sold Fixed Insurance Products through JNL, Start: 02/17/2008, Address: 375 N 9th Ave. Suite A; Pensacola, FL 32502, 0 hrs per month, Investment related, 4. Rental Real Estate-Renting former residence, Start: 04/21/2015, Address: 400 Navarre St. Gulf Breeze, FL 32561, 1 bus hr per month, Investment related, 5. LB&ST Properties, LLC-Member jointly with my spouse, Start: 03/04/2022, Address: 707 Bay Cliffs Rd Gulf Breeze, FL 32561, 0 total hours per month, Investment related, Less than 10% annual compensation, 6. Insurance products other than Guardian, Start Date: 10/1/2018, Nature: Insurance other than Guardian, Address: 3595 Grandview Parkway Dr. Suite 225 Birmingham, AL 35243, Duties: Independent Contractor selling insurance products other than Guardian, 5 total hrs per month; 5 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-02 |
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