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Account
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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| CA | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2023-10-12 |
| TX | RA | APPROVED | 2023-08-11 |
| WA | RA | APPROVED | 2023-08-11 |
| NY | RA | APPROVED | 2023-08-02 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | San Jose | CA | 01/2008 | 03/2017 |
| Park Avenue Securities | San Jose | CA | 05/2010 | 03/2017 |
| Pacific Advisors | San Jose | CA | 11/2007 | 03/2017 |
| Guardian Life Insurance | Portland | OR | 03/2017 | 07/2023 |
| Park Avenue Securities | Portland | OR | 03/2017 | 07/2023 |
| Guardian Life Insurance | San Jose | CA | 07/2017 | 09/2018 |
| Park Avenue Securities | San Jose | CA | 07/2017 | 09/2018 |
| Guardian Life Insurance Company | Campbell | CA | 09/2018 | 09/2022 |
| Park Avenue Securities | Campbell | CA | 09/2018 | 09/2022 |
| Bull Harbor Capital, Llc | Bethesda | MD | 07/2023 | Present |
1. Insurance & Financial Services Life, Disability, Health, LTC, Annuities Start: 03/16/2008 Address: 200 SW Market Street #1850 Portland, OR 97201 910 E Hamilton Suite #350 Campbell, CA 95008 10 bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-26 |
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