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Current Employers
Invst, Llc

3625 E 96Th St, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
  • CA RA
    APPROVED
    Since 2026-01-02

Branch Locations

Sherman Oaks, CA • United States

3625 E 96Th St, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2011 → Present
    Guardian Life And Park Avenue Securities
    Oklahoma City, OK
  • 09/2011 → Present
    Park Avenue Securities
    Oklahoma City, OK
  • 01/2023 → Present
    Park Avenue Securities
    Sherman Oaks, CA
  • 01/2023 → 11/2024
    Guardian Life Insurance Company Of America
    Sherman Oaks, CA
  • 12/2024 → Present
    Invst
    Indianapolis, IN
Previous Registrations
Other Businesses

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,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-18
  • S66 Uniform Combined State Law Examination
    2012-05-18

View on SEC IAPD

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