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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-04-29 |
| DE | RA | APPROVED | 2025-04-28 |
| AR | RA | APPROVED | 2025-01-07 |
| SD | RA | APPROVED | 2025-01-07 |
| MT | RA | APPROVED | 2024-09-18 |
| RI | RA | APPROVED | 2024-06-10 |
| ID | RA | APPROVED | 2024-01-22 |
| LA | RA | APPROVED | 2023-11-06 |
| KS | RA | APPROVED | 2023-05-23 |
| UT | RA | APPROVED | 2023-04-06 |
| IL | RA | APPROVED | 2023-02-16 |
| MO | RA | APPROVED | 2023-01-31 |
| AL | RA | APPROVED | 2023-01-11 |
| SC | RA | APPROVED | 2022-10-11 |
| MA | RA | APPROVED | 2022-09-27 |
| OK | RA | APPROVED | 2022-03-15 |
| IN | RA | APPROVED | 2022-02-15 |
| WA | RA | APPROVED | 2022-02-10 |
| NH | RA | APPROVED | 2022-02-01 |
| IA | RA | APPROVED | 2022-01-24 |
| NV | RA | APPROVED | 2022-01-21 |
| KY | RA | APPROVED | 2022-01-20 |
| ME | RA | APPROVED | 2021-10-12 |
| NJ | RA | APPROVED | 2021-08-25 |
| NY | RA | APPROVED | 2021-04-16 |
| CT | RA | APPROVED | 2021-03-02 |
| WI | RA | APPROVED | 2021-02-11 |
| ND | RA | APPROVED | 2021-01-25 |
| OR | RA | APPROVED | 2021-01-22 |
| NC | RA | APPROVED | 2021-01-11 |
| OH | RA | APPROVED | 2021-01-06 |
| NM | RA | APPROVED | 2020-03-10 |
| MN | RA | APPROVED | 2020-01-24 |
| CO | RA | APPROVED | 2019-07-15 |
| AZ | RA | APPROVED | 2019-06-04 |
| MD | RA | APPROVED | 2019-04-23 |
| CA | RA | APPROVED | 2019-02-07 |
| MI | RA | APPROVED | 2018-06-26 |
| VA | RA | APPROVED | 2018-05-24 |
| PA | RA | APPROVED | 2018-03-12 |
| TX | RA | APPROVED_RES | 2017-04-17 |
| GA | RA | APPROVED | 2017-03-24 |
| FL | RA | APPROVED | 2014-02-12 |
Branch Locations
4200 W Cypress Street Suite 700, Tampa, FL 33607 • United States
Lutz, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co | Tampa | FL | 10/2013 | Present |
| Park Avenue Securities Llc | Tampa | FL | 01/2014 | Present |
| Guardian Life Insurance Company | Lutz | FL | 06/2024 | Present |
| Park Avenue Securities Llc | Lutz | FL | 06/2024 | Present |
1) Publication Content Author, Start Date: 1/5/2023, Address: 19397 Rosemoor Ave, Lutz, FL 33558, 2 total hours per month; 2 hours during securities trading hours, Not investment related, Less than 10% Annual Compensation, 2) Podcast Advertisement Compensation, Start Date: 6/1/2023, Address: 4200 W Cypress St, Suite 700, Tampa, FL 33607, 4 total hours per month; 4 hours during securities trading hours, Not investment related, Less than 10% Annual Compensation, 3) Book Author, Start Date: 8/14/2023, Address: 19397 RoseMoor Ave, Lutz, FL 33558, 2 total hours per month; 2 hours during securities trading hours, Not investment related, Less than 10% Annual Compensation, 4) Smarter Vet, LLC, Start Date: 1/1/2024, Address: 4200 W Cypress St, Suite 700, Tampa, FL 33607, 0 total hours per month, Not investment related, Less than 10% Annual Compensation, 5) Insurance Products other than Guardian, Start Date: 7/1/2025, Address: 4200 W Cypress St, Suite 700, Tampa, FL 33607, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-19 |
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