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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-12-01 |
| OH | RA | APPROVED | 2025-09-22 |
| PA | RA | APPROVED | 2024-09-04 |
| NY | RA | APPROVED | 2023-11-15 |
| TX | RA | APPROVED_RES | 2022-07-14 |
| CO | RA | APPROVED | 2020-12-11 |
| FL | RA | APPROVED | 2017-12-20 |
| CA | RA | APPROVED | 2015-07-08 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
Rocklin, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | San Ramon | CA | 04/2015 | 06/2020 |
| Guardian Life Insurance | San Ramon | CA | 04/2015 | 06/2020 |
| Guardian Life Insurance Company | San Francisco | CA | 06/2020 | 11/2020 |
| Park Avenue Securities | San Francisco | CA | 06/2020 | 11/2020 |
| Guardian Life Insurance Company | San Ramon | CA | 11/2020 | 04/2026 |
| Park Avenue Securities | San Ramon | CA | 11/2020 | 04/2026 |
| Guardian Life Insurance Company | Rocklin | CA | 06/2024 | Present |
| Park Avenue Securities | Rocklin | CA | 06/2024 | Present |
1. Property & Casualty -Calendar Robinson Co., Start: 02/13/2017, Address: 233 Sansome Street Suite #508 San Francisco, CA 94104, 10 bus hrs per month, Investment related, 2) Insurance other than Guardian-Independent contractor, Nature of Business: Health Insurance, Start date: 12/16/2024, Address: 3191 Quail Ravine Ct. Rocklin, CA 95765, Duties: Insurance other than Guardian 1 total hour per month; during securities trading hours, Investment related, 3) Whitney Ranch Community Association- Board of Directors, Nature of Business: Community Association , Start date: 01/01/2025, Address: 851 Old Ranch House Road Rocklin, CA 95765, Duties: responsible for beautification and appearance of property, 3 total hour per month; 3 during securities trading hours, Investment related, 4) Church Prayer Spiritual Formation-minister, Nature of Business: Religious church, Start date: 05/01/2026, Address: 2320 Sunset Blvd., 110A Rocklin, CA 95765, Duties: Prayer and Spiritual Formation for Individuals and Couples, 10 total hour per month; 10 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-21 |
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