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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-23 |
| IL | RA | APPROVED | 2026-04-06 |
| IA | RA | APPROVED | 2026-04-06 |
| KS | RA | APPROVED | 2026-04-06 |
| MI | RA | APPROVED | 2026-04-06 |
| NY | RA | APPROVED | 2026-04-06 |
| UT | RA | APPROVED | 2026-04-06 |
| FL | RA | APPROVED | 2026-01-08 |
| MO | RA | APPROVED | 2026-01-06 |
| OK | RA | APPROVED | 2026-01-06 |
| NM | RA | APPROVED | 2023-09-21 |
| AZ | RA | APPROVED | 2022-01-27 |
| CO | RA | APPROVED | 2022-01-19 |
| TX | RA | APPROVED | 2011-10-14 |
Branch Locations
24285 Katy Freeway Suite 300, Katy, TX 77494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Katy | TX | 06/2026 | Present |
| Park Avenue Securities | Katy | TX | 06/2026 | Present |
| Guardian Life Insurance Company | Houston | TX | 01/2016 | 06/2026 |
| Park Avenue Securities Llc | Houston | TX | 01/2016 | 06/2026 |
1. Products other than Guardian-I may sell products other than the Guardian to best fit my client needs, Start: 04/29/2015, Address: 3040 Post Oak Blvd, Houston, Tx, 77056, Suite 400, Hrs per month - Tot/Bus: 15/10, Investment related, 2.) McCleary Wealth Partners- pass all OBA's through this LLC for tax purposes Start: 03/08/2021, Address: 11999 Katy Freeway #570 Houston, TX 77079, 5 total hours per month 5 during securities trading hours, Investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-21 |
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