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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-14 |
| MA | RA | APPROVED | 2026-03-20 |
| NJ | RA | APPROVED | 2025-12-05 |
| CA | RA | APPROVED | 2025-08-06 |
| GA | RA | APPROVED | 2025-08-05 |
| AL | RA | APPROVED | 2025-08-04 |
| AZ | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED_RES | 2025-08-04 |
| FL | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2021-06-23 |
| NC | RA | APPROVED | 2017-12-08 |
Branch Locations
4121 Cox Road 110, Glen Allen, VA 23060 • United States
400A East Water Street, Charlottesville, VA 22902 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National | Pensacola | FL | 08/2016 | 01/2017 |
| Guardian Life Insurance Company | Pensacola | FL | 01/2017 | 09/2017 |
| Guardian Life Insurance Company | Raleigh | NC | 09/2017 | 01/2022 |
| Park Avenue Securities | Raleigh | NC | 11/2017 | 01/2022 |
| Guardian Life Insurance Company | Richmond | VA | 01/2022 | 02/2022 |
| Park Avenue Securities | Richmond | VA | 01/2022 | 02/2022 |
| Guardian Life Insurance Company | Chevy Chase | MD | 02/2022 | 07/2023 |
| Park Avenue Securities | Chevy Chase | MD | 02/2022 | 07/2023 |
| Guardian Life Insurance Company | Glen Allen | VA | 07/2023 | Present |
| Park Avenue Securities | Glen Allen | VA | 07/2023 | Present |
| Guardian Life Insurance Company | Charlottesville | VA | 03/2025 | Present |
| Park Avenue Securities | Charlottesville | VA | 03/2025 | Present |
1. Insurance other than Guardian-Sales of insurance if client doesn't qualify for Guardian, Start: 09/01/2017, Address: 2626 Glenwood Ave Suite 450 Raleigh, NC 27608, 1 bus hr per month, Investment related, 2. Chairperson Two Twelve Referral Network - Innsbrook Insiders team, Start: 4/7/26, Nature: Networking Team, Address: 4121 Cox Rd. Suite 110 Glen Allen, VA 23060, Duties: Chairmain/Lead meetings, 4 total hours per month; 4 during securities trading hours, Not Investment Related, 3. Assistant Baseball Coach - Midlothian High School, Start: 4/6/26, Nature: Baseball coach, Address: 401 Charter Colony Pkwy, Midlothian, VA 23114, Duties: Assisting with practice and games, 16 total hours per month; 0 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-28 |
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