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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-11 |
| NC | RA | APPROVED | 2026-02-05 |
| OH | RA | APPROVED | 2025-01-31 |
| FL | RA | APPROVED | 2023-11-13 |
| WY | RA | APPROVED | 2023-06-16 |
| NM | RA | APPROVED | 2023-05-01 |
| AZ | RA | APPROVED | 2023-02-24 |
| CO | RA | APPROVED | 2022-11-30 |
| MI | RA | APPROVED | 2022-11-30 |
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 | Greenwood Village | CO | 01/2016 | 03/2017 |
| Park Ave Secruities | Greenwood Village | CO | 01/2016 | 03/2017 |
| Mass Mutual Life Insurance Company | Denver | CO | 04/2017 | 01/2019 |
| Mml Investors Services | Denver | CO | 04/2017 | 01/2019 |
| American United Life | Greenwood Village | CO | 02/2019 | 11/2022 |
| Oneamerica Securities | Greenwood Village | CO | 02/2019 | 11/2022 |
| Guardian Life Insurance Company | Greenwood Village | CO | 11/2022 | Present |
| Park Avenue Securities | Greenwood Village | CO | 11/2022 | Present |
1) Trustee for parents, Start date: 01/05/2017, Address: 2485 S. Russellville Road, Franktown, CO 80116, 0 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation, 2) RISE-DBA, write insurance business outside of Innovative UW, Start date: 04/01/2023, Address: 6455 S. Yosemite St, Ste 425 Greenwood Village, CO 80111, 2 total hours per month; 2 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-10 |
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