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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-18 |
| OH | RA | APPROVED | 2025-11-10 |
| CO | RA | APPROVED | 2025-09-09 |
| AL | RA | APPROVED | 2025-04-07 |
| IL | RA | APPROVED | 2024-07-25 |
| MO | RA | APPROVED | 2024-04-16 |
| FL | RA | APPROVED | 2023-08-29 |
| MI | RA | APPROVED | 2023-07-26 |
| AZ | RA | APPROVED | 2023-06-30 |
| GA | RA | APPROVED | 2022-01-26 |
| VA | RA | APPROVED | 2021-12-21 |
| MT | RA | APPROVED | 2021-11-04 |
| KS | RA | APPROVED | 2021-09-22 |
| UT | RA | APPROVED | 2021-09-22 |
| NC | RA | APPROVED | 2021-09-20 |
| PA | RA | APPROVED | 2021-07-26 |
| WA | RA | APPROVED | 2021-03-01 |
| HI | RA | APPROVED | 2021-01-26 |
| NV | RA | APPROVED | 2020-07-27 |
| CA | RA | APPROVED | 2020-07-08 |
| OR | RA | APPROVED | 2020-07-08 |
| TX | RA | APPROVED | 2020-07-08 |
| WI | RA | APPROVED | 2020-07-08 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
Encinitas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Austin | TX | 05/2011 | 10/2017 |
| New York Life Insurance Co | Austin | TX | 03/2011 | 10/2017 |
| Guardian Life Insurance Company | La Jolla | CA | 10/2017 | 10/2017 |
| Park Avenue Securities | La Jolla | CA | 10/2017 | 10/2017 |
| Guardian Life Insurance | Beverly Hills | CA | 10/2017 | 06/2020 |
| Park Avenue Securities | Beverly Hills | CA | 10/2017 | 06/2020 |
| Park Avenue Securities | Oxnard | CA | 10/2017 | 08/2018 |
| Guardian Life Insurance | Oxnard | CA | 10/2017 | 08/2018 |
| Guardian Life Insurance | Ventura | CA | 08/2018 | 11/2020 |
| Park Avenue Securities | Ventura | CA | 08/2018 | 11/2020 |
| Guardian Life Insurance Company | Encino | CA | 06/2020 | 12/2020 |
| Park Avenue Securities | Encino | CA | 06/2020 | 12/2020 |
| Guardian Life Insurance | Oxnard | CA | 11/2020 | 12/2020 |
| Park Avenue Securities | Oxnard | CA | 11/2020 | 12/2020 |
| Guardian Life Insurance Company | Oxnard | CA | 12/2020 | 07/2021 |
| Park Avenue Securities | Oxnard | CA | 12/2020 | 07/2021 |
| Guardian Life Insurance Company | La Jolla | CA | 07/2021 | 10/2021 |
| Park Avenue Secuirites | La Jolla | CA | 07/2021 | 10/2021 |
| Guardian Life Insurance Company | Encinitas | CA | 07/2021 | Present |
| Park Avenue Securiites | Encinitas | CA | 07/2021 | Present |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
1. Rental Property Residential Real Estate I manage Start: 01/01/2015 Address: 1500 Summit St. Unit #7 Austin, TX 78741 1 bus hr per month Investment related 2. Dill Pickle Real Estate Holdings LLC Real Estate Rental Start: 08/15/2018 Address: 2261 Palma Dr. Suite #1 Ventura, CA 93003 2 non bus hrs per month Investment related 3. Mama Cocoon & The Papa Saloon Owner Start: 07/24/2018 Address: 2261 Palma Dr. Suite 1, Ventura, CA 93003 0 hrs per month Not investment related 4. Power of Attorney Power of Attorney on Spouse Start: 06/10/2014 Address: 571 Owens River Dr. Oxnard, CA 93036 0 hrs per month Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-17 |
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