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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-10 |
| FL | RA | APPROVED | 2026-04-17 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
Milton, FL • United States
3525 Piedmont Road Ne Bldg 5, Suite 435, Atlanta, GA 30305 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Pensacola | FL | 07/2011 | 06/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2020 | 03/2025 |
| Essential Wealth Strategies | Pace | FL | 07/2020 | 11/2020 |
| Northwestern Mutual Investment Services, Llc | Birmingham | AL | 12/2020 | 03/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2021 | 03/2025 |
| Guarian Life Insurance Company | Pace | FL | 03/2025 | 10/2025 |
| Park Avenue Securities | Pace | FL | 03/2025 | 10/2025 |
| Guarian Life Insurance Company | Milton | FL | 10/2025 | Present |
| Park Avenue Securities | Milton | FL | 10/2025 | Present |
INSURANCE BROKERING; YES INVESTMENT RELATED; 4919 HYATT LN PACE, FL 32571; INSURANCE SALES; BROKERAGEL 310/2025; 2 HRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-09 |
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