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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-23 |
| MA | RA | APPROVED | 2026-02-08 |
| AZ | RA | APPROVED | 2026-01-08 |
| OK | RA | APPROVED | 2025-09-04 |
| AL | RA | APPROVED | 2025-07-28 |
| MN | RA | APPROVED | 2025-07-28 |
| NM | RA | APPROVED | 2025-06-16 |
| CO | RA | APPROVED | 2025-04-17 |
| ID | RA | APPROVED | 2025-01-07 |
| WI | RA | APPROVED | 2025-01-07 |
| WA | RA | APPROVED | 2024-10-18 |
| WY | RA | APPROVED | 2024-07-25 |
| MO | RA | APPROVED | 2024-04-16 |
| CA | RA | APPROVED | 2023-12-11 |
| IL | RA | APPROVED | 2022-12-12 |
| MT | RA | APPROVED | 2019-09-16 |
Branch Locations
1014 South Ave. W. Suite A, Missoula, MT 59801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Missoula | MT | 12/2006 | Present |
| Park Avenue Securities | Missoula | MT | 02/2010 | Present |
1. Aflac Broker-Licensing with Aflac, Start: 06/30/2017, Address: 1014 South Ave West Missoula, MT 59801, 5 bus hrs per month, Investment related, 2) Taber Crew LLC-Officer/ owner, Start: 06/01/2021, Address: 3322 Hollis St Missoula, MT 59801, 5 total hours per month 0 during securities trading hours, Not investment related, No annual compensation, 3) Missoula YMCA Board of Directors Start: 01/01/2023, Address: 3000 S. Russell St Missoula, MT 59801, 4 total hours per month; 2 during securities trading hours, Not investment related, No annual compensation, 4) Taber Holdings LLC-owner, Nature of Business: rental property, Start date: 10/31/2025, Address: 1014 South Ave W Missoula, MT 59801, Duties: hold ownership of 1014 South Ave W Missoula, MT 59801, 5 total hours per month; 1 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-01 |
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