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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-01-06 |
| OR | RA | APPROVED | 2025-07-24 |
| NY | RA | APPROVED | 2025-06-11 |
| IL | RA | APPROVED | 2025-01-06 |
| OH | RA | APPROVED | 2024-12-10 |
| MT | RA | APPROVED | 2023-08-15 |
| FL | RA | APPROVED | 2023-06-21 |
| NC | RA | APPROVED | 2023-02-13 |
| MA | RA | APPROVED | 2022-08-23 |
| ID | RA | APPROVED | 2022-01-26 |
| AZ | RA | APPROVED | 2021-05-05 |
| TX | RA | APPROVED | 2019-08-06 |
| NH | RA | APPROVED | 2018-02-05 |
| UT | RA | APPROVED | 2015-04-15 |
| CA | RA | APPROVED | 2009-06-30 |
Branch Locations
910 E. Hamilton Avenue Suite 150, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | San Jose | CA | 10/2007 | 09/2018 |
| Guardian Life Insurance Company Of America | San Jose | CA | 08/2007 | 09/2018 |
| Guardian Life Insurance Company | Campbell | CA | 09/2018 | Present |
| Park Avenue Securities | Campbell | CA | 09/2018 | Present |
1. Insurance other than Guardian Life, disability, group, long-term care, and other insurance products through various companies. All done in the course of ordinary business as a financial advisor. Start: 10/01/2007 Address: Primary business location 15 bus hrs per month Investment related 2. Executor for family member's estate I was asked to serve as executor of the estate of a family member's trust Start: 05/18/2020 Address: N/A 5 bus hrs per month Investment related 3. Parkes Financial, LLC - entity for current practice tax planning and bookkeeping, Start: 6/1/2025, Address: 910 E Hamilton Ave, Ste 150, Campbell, CA 95008, No hours, Investment related, No compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-24 |
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