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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-03 |
| KY | RA | APPROVED | 2026-04-27 |
| IN | RA | APPROVED | 2026-01-23 |
| KS | RA | APPROVED | 2025-07-10 |
| SC | RA | APPROVED | 2024-09-24 |
| OH | RA | APPROVED | 2023-10-16 |
| WI | RA | APPROVED | 2023-10-10 |
| MD | RA | APPROVED | 2022-09-26 |
| AZ | RA | APPROVED | 2022-04-27 |
| TX | RA | APPROVED_RES | 2021-08-12 |
| NJ | RA | APPROVED | 2021-05-06 |
| NY | RA | APPROVED | 2021-04-16 |
| WA | RA | APPROVED | 2021-02-23 |
| NV | RA | APPROVED | 2020-10-20 |
| NC | RA | APPROVED | 2019-09-24 |
| IL | RA | APPROVED | 2018-09-27 |
| FL | RA | APPROVED | 2016-02-24 |
| CA | RA | APPROVED | 2016-02-19 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
800 S Douglas Road Suite 501, Coral Gables, FL 33134 • United States
2 disclosure categories 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 Life Insurance Company | San Diego | CA | 01/2015 | 10/2017 |
| Park Avenue Securities Llc | San Diego | CA | 01/2015 | 10/2017 |
| Guardian Life Insurance Company | Miami | FL | 07/2017 | 01/2024 |
| Park Avenue Securities | Miami | FL | 07/2017 | 01/2024 |
| Guardian Life Insurance Company | La Jolla | CA | 10/2017 | 10/2021 |
| Park Avenue Securities | La Jolla | CA | 10/2017 | 10/2021 |
| Guardain Life Insurance Co Of America | Las Vegas | NV | 06/2021 | 06/2024 |
| Park Avenue Securities, Llc | Las Vegas | NV | 06/2021 | 06/2024 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
| Guardian Life Insurance Company | Coral Gables | FL | 01/2024 | Present |
| Park Avenue Securities | Coral Gables | FL | 01/2024 | Present |
1. Delije LLC, Co-Owner, Start: 01/25/2024, Address: One Summerlin, 1980 Festival Plaza Drive, Ste 900, Las Vegas, NV 89135, 1 total hour per month, 0 during securities trading hours, No annual compensation, Not investment related, 2. Rokamo LLC, Co-Owner, created LLC for family tax purposes Start: 12/12/2023, Address: 800 S Douglas Rd Suite 500 Coral Gables, FL 33134, 1 total hour per month, 0 during securities trading hours, No annual compensation, Not investment related, 3. AMNNEA LLC, LLC will potentially buy real estate for Guardian/PAS Business, Start: 03/08/2024, Address: 800 S Douglas Rd, North Tower, Suite 500, Coral Gables, FL 33134, 1 total hour per month, 0 during securities trading hours, No annual compensation, Not investment related, 4) Healthbridge Ventures LLC- owner, Nature of Business: Assisting foreign nationals in establishing business operations in the US, Start date: 09/01/2025, Address: 860 NW 42nd Ave Suite 201 Miami, FL 33126, Duties: Assisting foreign nationals in establishing business operations in the US, 2 total hours per month; 1 during securities trading hours, Investment related, 5) Insurance other than Guardian-Independent contractor, Nature of Business: Insurance sales, Start date: 09/01/2025, Address: 800 S Douglas Rd Suite 501 Coral Gables, FL 33134, Duties: Insurance other than Guardian 2 total hours per month; 1 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-13 |
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