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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-04-22 |
| NC | RA | APPROVED | 2018-05-22 |
| MO | RA | APPROVED | 2018-04-23 |
| VA | RA | APPROVED | 2018-04-23 |
| PA | RA | APPROVED | 2017-09-27 |
| GA | RA | APPROVED | 2015-05-12 |
| FL | RA | APPROVED | 2014-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Tallahassee | FL | 03/2013 | Present |
| Park Avenue Securities | Tallahassee | FL | 09/2014 | Present |
| Guardian Life Insurance | Thomasville | GA | 10/2017 | 08/2018 |
| Park Avenue Securities | Thomasville | GA | 10/2017 | 08/2018 |
1. Administrative Assitant to William Green-I support Financial Representative William Green in Administrative duties, Start: 01/04/2016, Address: 2425 Millcreek Ct. Tallahassee, FL 32308, 160 bus hrs per month, Not investment related 2. Servicing Agent on Fixed Annuity at New York Life & Mass Mutual-I am taking over servicing agent for my Uncle's fixed annuities at New York Life and Mass Mutual. I will not be doing other business with those companies, Start: 12/19/2019, Address: N/A, 0 hrs per month, Investment related, 3. Insurance product other than Guardian, Start Date: 8/21/2026, Nature: Insurance Sales, Address: 2425 MillCreek Ct. Tallahassee, FL 32308, Duties: Independent Contractor selling insurance other than Guardian, 2 total hours per month; 2 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-02 |
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