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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-02-27 |
| ID | RA | APPROVED | 2025-06-09 |
| WI | RA | APPROVED | 2024-01-24 |
| IN | RA | APPROVED | 2024-01-23 |
| PA | RA | APPROVED | 2024-01-17 |
| MI | RA | APPROVED | 2023-08-11 |
| MD | RA | APPROVED | 2022-11-03 |
| NY | RA | APPROVED | 2021-04-16 |
| DC | RA | APPROVED | 2021-03-15 |
| CT | RA | APPROVED | 2020-09-15 |
| NJ | RA | APPROVED | 2019-10-22 |
| WV | RA | APPROVED | 2019-05-03 |
| OR | RA | APPROVED | 2019-04-25 |
| NM | RA | APPROVED | 2018-06-28 |
| AZ | RA | APPROVED | 2017-02-28 |
| NV | RA | APPROVED | 2016-08-11 |
| WA | RA | APPROVED | 2015-07-24 |
| NC | RA | APPROVED | 2014-12-10 |
| SC | RA | APPROVED | 2014-06-11 |
| TX | RA | APPROVED_RES | 2013-07-26 |
| GA | RA | APPROVED | 2013-06-04 |
| VA | RA | APPROVED | 2013-05-22 |
| CA | RA | APPROVED | 2010-05-20 |
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 Insurance Company | San Diego | CA | 06/2006 | Present |
| Park Ave Securities | San Diego | CA | 06/2006 | Present |
| Guardian Life Insurance Company | Irvine | CA | 06/2024 | Present |
| Park Avenue Securities | Irvine | CA | 06/2024 | Present |
1. Outside Insurance Sales Independent contractor (broker) for other insurance companies Start: 01/01/2017 Address: 9605 Scranton Rd #625 San Diego CA 92121 10 non bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-16 |
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