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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-24 |
| TX | RA | APPROVED_RES | 2026-03-03 |
| UT | RA | APPROVED | 2025-10-14 |
| NE | RA | APPROVED | 2025-08-12 |
| WI | RA | APPROVED | 2025-01-07 |
| NY | RA | APPROVED | 2025-01-06 |
| CO | RA | APPROVED | 2024-06-21 |
| AZ | RA | APPROVED | 2023-06-16 |
| WA | RA | APPROVED | 2022-11-03 |
| NJ | RA | APPROVED | 2019-04-29 |
| CA | RA | APPROVED | 2015-10-08 |
| FL | RA | APPROVED | 2014-09-18 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Sherman Oaks, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Beverly Hills | CA | 01/2016 | 09/2022 |
| Park Avenue Securties Llc | Beverly Hills | CA | 01/2016 | 09/2022 |
| Guardian Life Insurance Company | Claremont | CA | 10/2022 | 06/2024 |
| Park Avenue Securties Llc | Claremont | CA | 10/2022 | 06/2024 |
| Guardian Life Insurance Company | Sherman Oaks | CA | 06/2024 | Present |
| Park Avenue Securities | Sherman Oaks | CA | 06/2024 | Present |
| Guardian Life Insurance Company | Irvine | CA | 06/2024 | 04/2025 |
| Park Avenue Securities | Irvine | CA | 06/2024 | 04/2025 |
Fixed life sales Sell fixed life, health and disability products with companies other than Guardian Start: 07/18/2013 Address: 8383 Wilshire Blvd. Beverly Hills CA 90211 3 total hours per month, 3 during securities trading hours, Less than 10% annual compensation, Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-14 |
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