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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-05-09 |
| DE | RA | APPROVED | 2025-04-28 |
| SD | RA | APPROVED | 2025-01-07 |
| AR | RA | APPROVED | 2024-12-18 |
| MT | RA | APPROVED | 2024-09-18 |
| RI | RA | APPROVED | 2024-06-10 |
| ID | RA | APPROVED | 2024-01-23 |
| AL | RA | APPROVED | 2023-08-02 |
| KS | RA | APPROVED | 2023-05-23 |
| IL | RA | APPROVED | 2023-02-16 |
| MO | RA | APPROVED | 2023-01-31 |
| OK | RA | APPROVED | 2022-03-15 |
| IN | RA | APPROVED | 2022-02-15 |
| NH | RA | APPROVED | 2022-02-01 |
| IA | RA | APPROVED | 2022-01-24 |
| NV | RA | APPROVED | 2022-01-21 |
| ME | RA | APPROVED | 2021-10-12 |
| WA | RA | APPROVED | 2021-09-28 |
| NJ | RA | APPROVED | 2021-09-08 |
| UT | RA | APPROVED | 2021-08-17 |
| KY | RA | APPROVED | 2021-07-09 |
| MA | RA | APPROVED | 2021-06-03 |
| LA | RA | APPROVED | 2021-04-26 |
| NY | RA | APPROVED | 2021-04-16 |
| CT | RA | APPROVED | 2021-03-05 |
| ND | RA | APPROVED | 2021-01-25 |
| OR | RA | APPROVED | 2021-01-22 |
| OH | RA | APPROVED | 2021-01-06 |
| MI | RA | APPROVED | 2020-04-07 |
| NM | RA | APPROVED | 2020-03-10 |
| MN | RA | APPROVED | 2020-01-24 |
| AZ | RA | APPROVED | 2019-06-04 |
| CO | RA | APPROVED | 2019-05-23 |
| MD | RA | APPROVED | 2019-04-23 |
| WI | RA | APPROVED | 2019-04-05 |
| CA | RA | APPROVED | 2019-02-07 |
| SC | RA | APPROVED | 2019-01-22 |
| VA | RA | APPROVED | 2018-02-20 |
| PA | RA | APPROVED | 2018-01-26 |
| NC | RA | APPROVED | 2017-07-13 |
| TX | RA | APPROVED_RES | 2017-04-17 |
| GA | RA | APPROVED | 2017-03-10 |
| FL | RA | APPROVED | 2013-01-25 |
Branch Locations
4200 W Cypress Street Suite 700, Tampa, FL 33607 • United States
Odessa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westshore Financial | Tampa | FL | 07/2011 | Present |
| Guardian Life Insurance Co | Tampa | FL | 07/2011 | Present |
| Park Avenue Securities | Tampa | FL | 01/2012 | Present |
| Guardian Life Insurance Company | Odessa | FL | 06/2024 | Present |
| Park Avenue Securities | Odessa | FL | 06/2024 | Present |
1) POA for Spouse-I am the Power of Attorney for my spouse, Start: 01/29/2019, Address: 22705 Hawk Hill Loop Land O Lakes, FL 34639, 0 hrs per month, Not investment related, 2) Trustee to Family Trust- Mother's trust, Start: 08/06/2020, Address: 17305 Preakness Pl, Odessa, FL 33556, 0 hrs per month, Not investment related, No compensation, 3) LBS Faculty Member-Training Financial Representatives in Guardian, Start: 01/01/2023, Address: 4200 W Cypress St. Suite 700 Tampa, FL 33607, 2 0total hours per month; 2 during securities trading hours, Not investment related, Less than 10% annual compensation, 4) Publication Content Author, Start: 5/1/23, Address: 15270 Renaissance Ave., Odessa, FL 33556, 2 total hours per month; 2 during securities trading hours, Not investment related, Less than 10% annual compensation, 5) Trustee for Thomas Seeko's Revocable Trust, Start: 05/05/2023, Address: 15270 Renaissance Ave, Odessa, FL 33556, 0 hrs per month, Not investment related, No annual compensation, 6) Podcast-Advertisement Compensation, Start: 08/1/2023, Address: 4200 W Cypress Street, Suite 700, Tampa, FL 33607, 4 total hours per month; 4 during securities trading hours, Not investment related, Less than 10% annual compensation, 7) Author-Publish Book, Start: 09/1/2023, Address: 15270 Renaissance Avenue Odessa, FL 33556, 2 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 8) Smarter Vet LLC-LLC was created to collect all revenue from other OBA activities, Start: 01/01/2024, Address: 4200 W Cypress St., Suite 700, Tampa, FL 33607, 0 total hours per month, Not investment related, Less than 10% annual compensation, 9) Insurance Product other than those offered through Guardian & it's Subsidiaries, Start: 09/01/2025, Address: 4200 W Cypress St., Suite 700, Tampa, FL 33607, 1 total hour per month, 1 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-29 |
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