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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-21 |
| NV | RA | APPROVED | 2026-06-09 |
| CO | RA | APPROVED | 2026-05-13 |
| ID | RA | APPROVED | 2026-02-20 |
| FL | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED_RES | 2025-02-13 |
| WA | RA | APPROVED | 2023-09-14 |
| OR | RA | APPROVED | 2021-10-15 |
Branch Locations
5 Centerpointe Drive Suite 220, Lake Oswego, OR 97035 • United States
Wilsonville, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Portland | OR | 11/2012 | 01/2018 |
| Guardian Life Insurance Company | Lake Oswego | OR | 01/2018 | Present |
| Park Avenue Securities | Lake Oswego | OR | 05/2021 | Present |
| Guardian Life Insurance Company | Wilsonville | OR | 06/2024 | Present |
| Guardian Life Insurance Company | Wilsonville | OR | 06/2024 | Present |
INSURANCE BROKER- PRODUCTS OTHER THAN GUARDIAN ADDRESS: 5 CENTERPOINTE DRIVE, SUITE 150, LAKE OSWEGO, OR 97035 START DATE: 07/01/2013 2 HOURS PER MONTH/ 1 DURING NORMAL BUSINESS HOURS INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-11 |
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