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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-24 |
| TX | RA | APPROVED_RES | 2025-09-30 |
| IN | RA | APPROVED | 2025-06-24 |
| OH | RA | APPROVED | 2025-01-31 |
| CO | RA | APPROVED | 2025-01-09 |
| NY | RA | APPROVED | 2024-07-22 |
| MO | RA | APPROVED | 2024-04-04 |
| NM | RA | APPROVED | 2023-08-11 |
| SC | RA | APPROVED | 2023-03-13 |
| LA | RA | APPROVED | 2022-09-13 |
| MA | RA | APPROVED | 2022-06-16 |
| NH | RA | APPROVED | 2022-06-09 |
| AL | RA | APPROVED | 2021-10-01 |
| VA | RA | APPROVED | 2021-04-15 |
| GA | RA | APPROVED | 2020-11-09 |
| WA | RA | APPROVED | 2020-01-16 |
| NC | RA | APPROVED | 2019-09-30 |
| FL | RA | APPROVED | 2018-10-24 |
Branch Locations
1700 Summit Lake Drive Suite 200, Tallahassee, FL 32317 • 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 |
|---|---|---|---|---|
| Guardian | Tallahassee | FL | 04/2014 | 03/2018 |
| Park Ave Securities | Tallahassee | FL | 05/2014 | 03/2018 |
| Guardian Life Insurance Co Of America | Jacksonville | FL | 04/2018 | 05/2021 |
| Park Avenue Securities | Jacksonville | FL | 04/2018 | 05/2021 |
| Guardian Life Insurance Company | Tallahassee | FL | 05/2021 | Present |
| Park Avenue Securities | Tallahassee | FL | 05/2021 | Present |
1) Sales of Life Insurance & Fixed Annuities, Start Date: 3/1/2019, Nature: Insurance other than Guardian, Address: 1700 Summit Lake Drive, Suite 200, Tallahassee, FL 32317, Duties: Independent Contractor, 1 total hr/month, 1 hr/month during trading, Investment Related, 2) Speaking Engagements-compensated to speak on retirement planning topics, such as, Social Security, Medicare and other retirement planning topics, Start: 04/01/2021 Address: 1700 Summit Lake Drive, Suite 200, Tallahassee, FL 32317 1 total hour per month, 1 during securities trading hours, Not investment related, Less than 10% annual compensation, 3) Schoen Financial LLC- Owner of Schoen Financial LLC (filing as an S corp) for the purpose of filing business income and expenses., Start: 10/01/2021, Address: 3664 Coolidge Court, Tallahassee, FL 32311, 1 total hours per month 1 during securities trading hours, Not Investment related, No annual compensation, 4) Durable POA and Successor Trustee for John Curry, Start Date: 7/13/21, Address: 3664 Coolidge Court, Tallahassee, FL 32311, 1 total hours per month 1 during securities trading hours, Not Investment related, No annual compensation, 5) Rental Property, Start Date: 3/1/2025, Address: 147 Parkside Cir, Cape San Blas, FL, 1 total hr/month, 1 hr/month during trading, Investment related, Less than 10% of annual income, 6) Author, Start Date: 2/7/2026, Nature: Published a book, Address: 1700 Summit Lake Drive, Suite 200, Tallahassee, FL 32317, Duties: Owner/Author, 1 total hr/month, 1 hr/month during trading, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-09 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-17 |
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