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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-30 |
| IL | RA | APPROVED | 2026-02-18 |
| IN | RA | APPROVED | 2023-06-13 |
| KY | RA | APPROVED | 2022-10-11 |
| CT | RA | APPROVED | 2022-02-24 |
| FL | RA | APPROVED | 2021-01-26 |
| CO | RA | APPROVED | 2020-06-29 |
| GA | RA | APPROVED | 2020-01-28 |
| VA | RA | APPROVED | 2019-02-14 |
| PA | RA | APPROVED | 2018-04-10 |
| OH | RA | APPROVED | 2013-09-10 |
Branch Locations
9300 Shelbyville Road Suite 320, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Beachwood | OH | 07/2013 | 01/2022 |
| Park Avenue Securities | Beachwood | OH | 08/2013 | 01/2022 |
| Guardian Life Insurance Company | Jupiter | FL | 01/2022 | 11/2022 |
| Park Avenue Securities | Jupiter | FL | 01/2022 | 11/2022 |
| Guardian Life Insurance Company | Louisville | KY | 11/2022 | Present |
| Park Avenue Securities | Louisville | KY | 11/2022 | Present |
1. Restaurant Owner-Voodoo Tuna Sushi Bar and Lounge, Start: 05/01/2015, Address: 15412 DETROIT AVENUE LAKEWOOD OH 44107, 0 hrs per month, Not investment related, 2. Iron Falls Properties LLC-50% owner Limited liability company to hold rental properties, Start: 06/28/2018, Address: P.O. Box 41261 Brecksville, OH 44141, 5 bus hrs per month, Investment related, 3) Salty Buds Properties LLC-entity setup for the purposes of owning rental real estate, Start: 09/08/2020, Address: 17361 Hawksview Ln Chagrin Falls OH 44023, 10 total hours per month; 0 during securities trading hours, , Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-29 |
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