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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-08-13 |
| FL | RA | APPROVED | 2025-11-18 |
| CA | RA | APPROVED | 2024-11-04 |
| MT | RA | APPROVED | 2024-02-29 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
Bozeman, MT • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Company | Bozeman | MT | 04/2008 | Present |
| Park Avenue Securities | Bozeman | MT | 07/2023 | Present |
Insurance Sales Outside Guardian, Start: 11/1/2023, Address: 102 Old West Trail, Bozeman, MT 59718 5 total hours a month; 5 during securities trading hours, Investment related, Less than 10% annual compensation;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-06 |
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