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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-17 |
| ME | RA | APPROVED | 2021-09-27 |
| AZ | RA | APPROVED | 2021-08-05 |
| NY | RA | APPROVED | 2021-04-16 |
| IL | RA | APPROVED | 2021-04-14 |
| AL | RA | APPROVED | 2020-10-30 |
| OR | RA | APPROVED | 2020-08-13 |
| AK | RA | APPROVED | 2019-02-14 |
| VA | RA | APPROVED | 2018-05-31 |
| TX | RA | APPROVED_RES | 2018-01-12 |
| PA | RA | APPROVED | 2017-09-27 |
| LA | RA | APPROVED | 2017-08-18 |
| CO | RA | APPROVED | 2017-02-07 |
| NC | RA | APPROVED | 2016-09-21 |
| NM | RA | APPROVED | 2016-03-09 |
| AR | RA | APPROVED | 2014-07-14 |
| SD | RA | APPROVED | 2013-08-02 |
| SC | RA | APPROVED | 2013-07-03 |
| CA | RA | APPROVED | 2011-07-21 |
| GA | RA | APPROVED | 2003-01-13 |
| FL | RA | APPROVED | 2001-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Tallahassee | FL | 01/2016 | Present |
| Park Avenue Securities Llc | Tallahassee | FL | 01/2016 | Present |
| Guardian Life Insurance | Thomasville | GA | 10/2017 | 08/2018 |
| Park Avenue Securities | Thomasville | GA | 10/2017 | 08/2018 |
1. Outside brokerage-offer competitive products for fixed/variable annuities, long term care, and health insurance. Genworth, Mutual of Omaha, United Heath Care with Golden rule direct, Harford. Start: 11/01/2007 Address: 3664 Coolidge Court, Tallahassee, Florida Hrs per month - Tot/Bus: 5/1 Investment related 2. New York Life-broker fixed annuities with New York Life Start: 11/30/2012 Address: 2425 Millcreek Court Tallahassee, FL 32308 1 bus hr per month Investment related 3. WAG Properties, LLC- WAG Properties, LLC is owned by my wife Allison Green and myself. The LLC holds rental property for my planning practice and also collects rents on commercial leases. Start: 06/08/2015 Address: 2425 MillCreek Court Tallahassee, FL 32308 1 non bus hr per month Investment related 4. MillCreek Financial Consultants, LLC- This company will be used collect rents for leased space from advisors using the company name. The company will also pay salaries to employees and pay the typical expense of running a office environment from the members involved. Start: 09/01/2015 Address: 2425 Millcreek Court, Unit 1 Tallahassee, FL 32308 Hrs per month - Tot/Bus: 3/1 Investment related 5. Trustee of the E. Guy Revell Jr. Revocable Trust-Appointed Trustee of the E. Guy Revell Jr. Trustee (father in law) Start: 10/01/2013 Address: N/A 0 hrs per month Investment related 6.Standard Insurance Company-Guaranteed Issue Standard Insurance though capital program at the University of Florida Start: 09/03/2018 Address: 2425 Millcreek Court Tallahassee, Florida 32308 8 bus hrs per month Investment related 7. Book Author, Start Date: 7/01/2023, Address: 2425 MillCreek Court, Tallahassee, FL 32308, 10 Total Business hours per month; 0 during securities trading hours, Not Investment Related, More than 10% annual compensation, 8. TMH Foundation Board-Board Member, Start Date: 4/1/2025, Address: 1331 East 6th Avenue Tallahassee, Florida 32303, 2 Total hours per month; 0 during securities trading hours, Not Investment Related, No Annual compensation, 9) Sterling Green Developments LLC-owner, Nature of Business: to hold real estate, Start date: 07/23/2026, Address: 3001 Windsor Way Tallahassee FL 32312, Duties: owner, 2 total hours per month; 0 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-29 |
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