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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-30 |
| WV | RA | APPROVED | 2024-03-11 |
| NY | RA | APPROVED | 2023-09-13 |
| MA | RA | APPROVED | 2023-06-08 |
| IL | RA | APPROVED | 2023-05-18 |
| OH | RA | APPROVED | 2023-01-30 |
| IN | RA | APPROVED | 2022-03-21 |
| NV | RA | APPROVED | 2021-09-10 |
| IA | RA | APPROVED | 2021-08-10 |
| MD | RA | APPROVED | 2021-04-30 |
| MN | RA | APPROVED | 2019-08-13 |
| AZ | RA | APPROVED | 2019-03-14 |
| WA | RA | APPROVED | 2015-08-28 |
| CA | RA | APPROVED | 2014-01-02 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Irvine, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Claremont | CA | 04/2015 | 05/2024 |
| Park Avenue Securities | Claremont | CA | 04/2015 | 05/2024 |
| Guardian Life Insurance Company | Irvine | CA | 05/2024 | Present |
| Park Avenue Securities | Irvine | CA | 05/2024 | Present |
1. Other Insurance Companies-I will from time to time offer other carriers products if the client has a need that requires them and only for products which I am appropriately licensed. Start: 01/01/2011 Address: 2057 Fair Oaks Ave South Pasadena, CA 91030 3 bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-27 |
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