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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-10-08 |
| CO | RA | APPROVED | 2021-10-01 |
| NJ | RA | APPROVED | 2021-10-01 |
| WA | RA | APPROVED | 2021-10-01 |
| TX | RA | APPROVED | 2019-02-22 |
| CA | RA | APPROVED | 2012-10-22 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins Co | New Port Beach | CA | 01/2012 | 08/2020 |
| Park Avenue Securities | New Port Beach | CA | 02/2012 | 09/2020 |
| Guardian Life Insurance | Irvine | CA | 09/2020 | 10/2022 |
| Park Avenue Securities | Irvine | CA | 09/2020 | 10/2022 |
| Guardian Life Insurance Company | Palm Desert | CA | 10/2022 | 04/2023 |
| Park Avenue Securities | Palm Desert | CA | 10/2022 | 04/2023 |
| Guardian Life Insurance Company | Irvine | CA | 04/2023 | 06/2024 |
| Park Avenue Securities | Irvine | CA | 04/2023 | 06/2024 |
| Guardian Life Insurance Company | Bermuda Dunes | CA | 06/2024 | Present |
| Park Avenue Securities | Bermuda Dunes | CA | 06/2024 | Present |
1. Outside Insurance Sales-Outside insurance sales through Guardian approved companies, Start: 01/01/2012, Address: Various companies/locations, 2 bus hrs per month, Investment related, 2. Mechanic Shop Owner- Solely German-My husband is purchasing a mechanic shop through an S-Corp that I will be a shareholder in,. Start: 01/01/2017, Address: 23854 Vía Fabricante G-2, Mission Viejo, CA 92691, 0 hrs per month, Not investment related, 3. Rental Income - Marbro-own one rental property already, am in the process of purchasing a 2nd, and will be adding additional rental properties over the years as good properties become available,. Start: 02/15/2017, Address: 13631 Charloma Dr. Tustin CA 92780, 0 hrs per month, Investment related, 4. Public Speaking-Speaking engagements for other firms in the industry on best practices, Start: 01/01/2019, Address: 13631 Charloma Drive; Tustin CA 92780, 2 non bus hrs per month, Not investment related, 5. 3202-3204 Hardin-Rental property, Start: 06/01/2018, Address: 3202-3204 Hardin, 0 hrs per month, Investment related, 6. Rental Property , Start: 06/01/2019, Address: 5011 William Carry Drive, Memphis TN 38127, 0 hrs per month, Investment related, 7. Rental Property, Start: 01/01/2017, Address: 51960 Avenida Mendoza, La Quinta, CA 92253, 0 hrs per month, Investment related, 8. Rental Property, Start: 06/01/2018, Address: 860 Northaven, Memphis, TN, 0 hrs per month, Investment related, 9. Rental Property , Start: 01/01/2019 , Address: 3473 Clearbrook, Memphis, TN, 0 hrs per month, Investment related, 10. Rental Property-Sole owner, Start: 01/15/2020, Address: 4015 Whitfield Street Little Rock AR 72204, 1 non bus hr per month, Investment related, 11) Author/Writing- Writing a book on mental toughness/mindset, Start: 09/01/2020, Address: 26272 Tarrasa Lane, Mission Viejo, CA 92691, 10 total hours per month, 10 during securities trading hours, Not Investment related, Less than 10% annual compensation, 12) Rental property- Audie, Start: 10/01/2020, Address: 3825 Audie Drive, Memphis, TN 38109, 2 total hours per month, 2 during securities trading hours, Investment related, Less than 10% annual compensation, 13) Rental Property- Deadrick Ave, Start: 10/14/2021, Address: 2434 Deadrick Avenue, Memphis, TN 38114, 2 total hours per month, 2 during securities trading hours, Investment related, Less than 10% annual compensation, 14) Rental Property- College Street, Start: 01/09/2023, Address: 1622-1624 College St, Little Rock AK, 1 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 15) One Pacific Benefits, LLC, 5% owner, offering insurance other than Guardian, Start: 11/15/2023, Address: TBD, 2 total hours per month; 2 during securities trading hours, Investment related, Less than 10% annual compensation, 16) Rental Property-4841 Fairley, Memphis TN 38901, Start: 07/15/2025, Address: 4841 Fairley, Memphis TN 38901, 1 total hour per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 17) Rental Property Scotty, Start: 07/15/2025, Address: 2002 Scotty, Little Rock AK 72204, 1 total hour per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-05 |
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