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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2018-10-01 |
| TX | RA | APPROVED | 2017-09-11 |
| KY | RA | APPROVED | 2016-06-24 |
| MN | RA | APPROVED | 2013-11-05 |
| AZ | RA | APPROVED | 2013-02-27 |
| FL | RA | APPROVED | 2013-02-13 |
| WI | RA | APPROVED | 2013-02-11 |
| CA | RA | APPROVED | 2012-02-08 |
Branch Locations
9442 Capital Of Tx Hwy N Suite 680, Austin, TX 78759 • United States
Lakeway, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Minneapolis | MN | 05/2007 | 01/2017 |
| Guardian Life Insurance Company Of America | Minneapolis | MN | 07/2008 | 01/2017 |
| Guardian Life Insurance | Austin | TX | 01/2017 | Present |
| Park Avenue Securities | Austin | TX | 01/2017 | Present |
| Guardian Life Insurance Company | Lakeway | TX | 06/2024 | Present |
| Guardian Life Insurance Company | Lakeway | TX | 06/2024 | Present |
1. Insurance-Insurance outside of Guardian, Start: 09/13/2016, Address: 920 Second Avenue South Suite 1100 Minneapolis MN 55402, 2 bus hrs per month, Investment related, 2. White Coat Wealth Advisors, LLC-DBA / Partner. This is branding for my FR practice, Start: 11/26/2013, Address: 8911 North Capital of Texas Hwy Bldg.2, Suite 2100 Austin, TX 78759, 4 bus hrs per month, Investment related, 3. Rental Property (1409 Click Cv Austin TX)-Rental Property - Duplex Start: 08/18/2022, Address: 1409 Click Cv Austin TX 78758, 0 total hours per month, 0 during securities trading hours, Investment related, Less than 10% Annual compensation, 4) JD Beattie Investments, LLC-Ownership of rental property portfolio, Start: 01/26/2023, Address: 213 Gulfton St Lakeway TX 78738, 0 total hours per month, Investment related, Less than 10% Annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-20 |
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