Randall J Whitman

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Park Avenue Securities Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-02-04
MO	RA	APPROVED	2022-01-26
UT	RA	APPROVED	2020-03-09
VA	RA	APPROVED	2019-01-08
OH	RA	APPROVED	2018-10-19
TX	RA	APPROVED	2016-07-15
GA	RA	APPROVED	2016-06-08
NJ	RA	APPROVED	2014-10-14
PA	RA	APPROVED	2014-01-28
IN	RA	APPROVED	2012-01-20
CO	RA	APPROVED	2012-01-19
FL	RA	APPROVED	2011-04-12
TN	RA	APPROVED	2009-04-28

AZ RA
APPROVED

Since 2025-02-04
MO RA
APPROVED

Since 2022-01-26
UT RA
APPROVED

Since 2020-03-09
VA RA
APPROVED

Since 2019-01-08
OH RA
APPROVED

Since 2018-10-19
TX RA
APPROVED

Since 2016-07-15
GA RA
APPROVED

Since 2016-06-08
NJ RA
APPROVED

Since 2014-10-14
PA RA
APPROVED

Since 2014-01-28
IN RA
APPROVED

Since 2012-01-20
CO RA
APPROVED

Since 2012-01-19
FL RA
APPROVED

Since 2011-04-12
TN RA
APPROVED

Since 2009-04-28

Branch Locations

109 Westpark Dr Suite 150, Brentwood, TN 37027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
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	Brentwood	TN	06/2006	Present
Park Avenue Securities	Brentwood	TN	11/2006	Present
Peachtree Planning Of Tn	Brentwood	TN	08/2006	Present

06/2006 → Present

Guardian Life Insurance Company

Brentwood, TN
11/2006 → Present

Park Avenue Securities

Brentwood, TN
08/2006 → Present

Peachtree Planning Of Tn

Brentwood, TN

Other Businesses

1. RENTAL PROPERTY UPDATED-Rent homes, Start: 03/01/2003, Address: 102 Champney Ct, Goodlettsville, TN 37072 , 115 Pebble Creed Dr., Hendersonville, TN 37075 , 104 Cedar Ash Ct. Antioch, TN 37013, 402 Hill Rd Nashville, TN 37220, 109 Sterling Oaks Ct, Brentwood, TN 37027 1 bus hr per month, Investment related, >10% annual compensation, 2. WDW4Families Podcast-WDW4Families is a Podcast of four moderators who discuss varies topics around bringing families to Walt Disney World., Start: 07/05/2013, Address: www.wdw4families.com, 4 non bus hrs per month, Not investment related, 3. Other insurance-I sell insurance products not offered by Guardian, Start: 01/01/2007, Address: 109 Westpark Dr. Suite 150, Brentwood, TN 37027, 1 bus hr per month, Investment related, <10% annual compensation, 4.) WDW Real Estate Holdings- LLC to hold short term rental in FL , Start date: 03/01/2022, Address: 1499 Woodmont Blvd Nashville, TN 37215, 1 total hours per month 1 during securities trading hours,, Investment related, Les than 10% annual compensation,

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-04-16

S66 Uniform Combined State Law Examination

2007-04-16

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Randy Joseph Whitman
Randall Joseph Whitnan
Randall Joseph Whitman

View on SEC IAPD

Employer firm

Current Employers

Park Avenue Securities Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

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