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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-05 |
| GA | RA | APPROVED | 2026-01-29 |
| TX | RA | APPROVED_RES | 2025-08-25 |
| DE | RA | APPROVED | 2024-12-05 |
| NM | RA | APPROVED | 2024-12-04 |
| AZ | RA | APPROVED | 2024-10-03 |
| NJ | RA | APPROVED | 2024-02-29 |
| FL | RA | APPROVED | 2023-03-22 |
| WA | RA | APPROVED | 2022-11-14 |
| MN | RA | APPROVED | 2022-10-11 |
| OR | RA | APPROVED | 2022-01-20 |
| NC | RA | APPROVED | 2019-01-28 |
| MI | RA | APPROVED | 2015-04-30 |
| CA | RA | APPROVED | 2015-04-29 |
| CO | RA | APPROVED | 2015-04-28 |
Branch Locations
6455 South Yosemite Street Suite 425, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life | Greenwood Village | CO | 06/2010 | Present |
| Park Avenue Securities | Greenwood Village | CO | 07/2014 | Present |
1. Yoga Instructor-I teach a yoga class once a week, Start: 08/01/2009, Address: 7485 E 29th Pl, Denver, CO 80238, 6 non bus hrs per month, Not investment related, 2. Insurance sales rep-Insurance outside of Guardian, Start: 05/01/2010, Nature: Insurance outside of Guardian, Address: 6455 S. Yosemite St. #300 Greenwood Village, CO 80111, Duties: Broker selling products outside of Guardian, 5 total hours per month; 5 during securities trading hours, Investment related, 3. Podcasts-Create and share financial advisor related podcasts. A co-creator of the podcast,. Start: 02/29/2020, Address: 6455 S Yosemite St #300 Greenwood Village, CO 80111, 3 bus hrs per month, Not investment related, 4. Board member-Colorado Entrepreneur Organization Chapter, Start: 07/01/2021, Address: 798 Pope Drive Erie CO 80516, 3-5 total hours per month; 1-2 during securities trading hours, Not investment related, No annual compensation, 5. 2237 S Lowell LLC-rental property that I manage, Start: 02/15/2023, Address: 2237 S Lowell Blvd Denver, CO 80219, 2 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 6. Power of Attorney & Executor, Start: 07/1/2024, Address: 6455 S Yosemite St Ste 425 Greenwood Village, CO 80111, 0 total hours per month, Not Investment related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-03 |
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