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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-31 |
| CA | RA | APPROVED | 2024-04-09 |
Branch Locations
2311 N Tracy Blvd Suite A, Tracy, CA 95376 • United States
910 E Hamilton Avenue Suite 150, Campbell, CA 95008 • United States
Tracy, CA • 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance | Fremont | CA | 10/2007 | 04/2024 |
| Mml Investors Services | Fremont | CA | 10/2007 | 04/2024 |
| Guardian Life Insurance Company | Campbell | CA | 04/2024 | Present |
| Park Avenue Securities | Campbell | CA | 04/2024 | Present |
| Guardian Life Insurance Company | Tracy | CA | 06/2024 | Present |
| Park Avenue Securities | Tracy | CA | 06/2024 | Present |
1) Outside Insurance sales, Start Date: 02/29/2024, Address: 155 Hawthorne Dr, Tracy,, CA 95376, 10 total hours per month; 10 during normal securities trading hours, Investment Related, Less than 10% annual compensation, 2) State Council of Developmental Disabilities-Regional Advisory Committee, Start Date: 08/15/2025, Address: 2529 W. March Lane, Suite 105 Stockton, CA 95207-8270 2 total hours per month; 0 during normal securities trading hours, Not investment Related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-29 |
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