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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-03 |
| UT | RA | APPROVED | 2026-05-14 |
| MS | RA | APPROVED | 2025-03-03 |
| GA | RA | APPROVED | 2024-02-14 |
| MD | RA | APPROVED | 2023-03-02 |
| FL | RA | APPROVED | 2022-08-04 |
| SC | RA | APPROVED | 2022-02-28 |
| LA | RA | APPROVED | 2020-10-19 |
| TX | RA | APPROVED_RES | 2018-11-20 |
| PA | RA | APPROVED | 2018-10-04 |
| NC | RA | APPROVED | 2018-05-24 |
| VA | RA | APPROVED | 2018-05-23 |
| AL | RA | APPROVED | 2015-11-17 |
Branch Locations
1110 Montlimar Drive Suite 420, Mobile, AL 36609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins Co Of America | Mobile | AL | 04/2013 | Present |
| Park Avenue Securities | Mobile | AL | 06/2013 | Present |
1. HEATH HOLDINGS LLC-BUY HOUSES AND RENT OR SELL THE PROPERTY, Start: 03/01/2007, Address: 6 GRAF CT MOBILE, AL 36606, Hrs per month - tot/bus: 5/3, Investment related, 2. DURABLE POWER OF ATTORNEY FOR WIFE, Start: 06/24/2021, Address: 6 GRAF CT MOBILE AL 36606, 0 total hours per month, Not investment related, No annual compensation, 3. Insurance Products not offered by Guardian (Ash Brokerage), Start: 10/3/2025, Address: 1110 Montlimar Dr Ste 420 Mobile, AL 36609, 2 total hours per month; 2 during securities trading hours, Investment related, <10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-15 |
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