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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-08-05 |
| TX | RA | APPROVED | 2020-08-05 |
Branch Locations
15303 North Dallas Parkway Tower Ii Suite 550, Addison, TX 75001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Dallas | TX | 02/2014 | 07/2020 |
| Nylife Securities Llc | Dallas | TX | 03/2014 | 07/2020 |
| Eagle Strategies Llc | Frisco | TX | 06/2015 | 07/2020 |
| Park Avenue Securities | Sugar Land | TX | 08/2020 | 11/2022 |
| Guardian Life Insurance Company | Sugar Land | TX | 08/2020 | 11/2022 |
| Guardian Life Insurance Company | Houston | TX | 11/2022 | 12/2025 |
| Park Avenue Securities | Houston | TX | 11/2022 | 12/2025 |
| Guardian Life Insurance Company | Humble | TX | 12/2025 | Present |
| Park Avenue Securities | Humble | TX | 12/2025 | Present |
| Guardian Life Insurance Company | Addison | TX | 12/2025 | Present |
| Park Avenue Securities | Addison | TX | 12/2025 | Present |
1. MT Adventures, LLC-Rental property- single family home, long term rental., Start: 09/02/2019, Address: 4674 Windstarr Dr Destin, Fl 32541, 1 total hours per month 0 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Insurance other than Guardian-broker, Nature of Business: Insurance sales, Start date: 10/01/2025, Address: 13355 Itasca Pine Dr Humble, TX 77346, Duties: Insurance other than Guardian 5 total hours per month; 5 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-02 |
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