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3625 E 96Th St, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
Sherman Oaks, CA • United States
3625 E 96Th St, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life And Park Avenue Securities | Oklahoma City | OK | 05/2011 | Present |
| Park Avenue Securities | Oklahoma City | OK | 09/2011 | Present |
| Park Avenue Securities | Sherman Oaks | CA | 01/2023 | Present |
| Guardian Life Insurance Company Of America | Sherman Oaks | CA | 01/2023 | 11/2024 |
| Invst | Indianapolis | IN | 12/2024 | Present |
AirBNB Property-Proprietor, Start: 06/01/2018, Address: 1516 NW 41st Street, Oklahoma City, OK 73118, 2 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-18 |
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