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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-24 |
| GA | RA | APPROVED | 2025-11-07 |
| IN | RA | APPROVED | 2025-09-16 |
| OR | RA | APPROVED | 2025-02-07 |
| ID | RA | APPROVED | 2024-04-25 |
| TX | RA | APPROVED_RES | 2022-03-07 |
| NJ | RA | APPROVED | 2021-07-15 |
| NY | RA | APPROVED | 2021-04-16 |
| CT | RA | APPROVED | 2021-03-10 |
| MA | RA | APPROVED | 2019-08-15 |
| PA | RA | APPROVED | 2018-10-04 |
| NV | RA | APPROVED | 2018-01-30 |
| FL | RA | APPROVED | 2017-07-18 |
| CA | RA | APPROVED | 2016-05-02 |
| CO | RA | APPROVED | 2016-05-02 |
| IL | RA | APPROVED | 2016-05-02 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | San Diego | CA | 04/2016 | 10/2017 |
| Park Ave Securities | San Diego | CA | 05/2016 | 10/2017 |
| Guardian Life Insurance Company | Carlsbad | CA | 04/2017 | 03/2018 |
| Park Avenue Securities | Carlsbad | CA | 04/2017 | 03/2018 |
| Guardian Life Insurance Company | La Jolla | CA | 10/2017 | 03/2018 |
| Park Avenue Securities | La Jolla | CA | 10/2017 | 03/2018 |
| Guardian Life Insurance | La Jolla | CA | 03/2018 | 10/2021 |
| Park Avenue Securities | La Jolla | CA | 03/2018 | 10/2021 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
1. BTFD, LLC-Operate Real Estate Investments Start: 08/22/2016 Address: 4170 Morena Blvd #B San Diego, CA 92117 1 bus hr per month Investment related 2. DGR Investments, LLC-Real Estate Activities Start: 08/22/2016 Address: 4170 Morena Blvd. #B San Diego, CA 92117 1 non bus hr per month Investment related 3. FIDF Board-Monthly board meetings where we discuss how to get more people involved in the organization. We also plan the annual gala and other random events that support the IDF throughout the year. Start: 11/15/2017 Address: 6165 Greenwich Dr. #120 San Diego, CA 92122 Hrs per month - tot/bus: 2/1 Not investment related 4. AIPAC-I am on the San Diego Council for AIPAC. We discuss different ways to increase membership and ways to improve the US Israel Relationship Start: 04/30/2018 Address: 8895 Towne Centre Drive #105 San Diego, CA 92122 1 bus hr per month Not investment related 5. Beach Breeze Property Management Inc-Property Management for short term real estate Start: 09/01/2020 Address: 4170 Morena Blvd #B San Diego, CA 92117 10 total hours per month 0 during securities trading hours Investment related < than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-20 |
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