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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-21 |
| PR | RA | APPROVED | 2026-05-19 |
| GA | RA | APPROVED | 2026-03-20 |
| IN | RA | APPROVED | 2026-03-19 |
| OR | RA | APPROVED | 2026-03-17 |
| MT | RA | APPROVED | 2026-03-13 |
| AZ | RA | APPROVED | 2026-03-12 |
| VA | RA | APPROVED | 2026-03-12 |
| WI | RA | APPROVED | 2026-03-10 |
| CO | RA | APPROVED | 2026-03-09 |
| LA | RA | APPROVED | 2026-03-09 |
| NV | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2026-03-08 |
| CA | RA | APPROVED | 2026-03-06 |
| FL | RA | APPROVED | 2026-03-06 |
| ID | RA | APPROVED | 2026-03-06 |
| UT | RA | APPROVED | 2026-03-06 |
| VT | RA | APPROVED | 2026-03-06 |
Branch Locations
3040 Post Oak Blvd Suite 1150, Houston, TX 77056 • United States
Katy, TX • 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 Life Insurance | Houston | TX | 06/2013 | Present |
| Park Avenue Securities | Houston | TX | 08/2013 | Present |
| White Rhino Financial | Houston | TX | 06/2013 | Present |
| Guardian Life Insurance Company | Katy | TX | 06/2024 | Present |
| Park Avenue Securities | Katy | TX | 06/2024 | Present |
1) Unincorporated Nonprofit Organization-Officer, Nature of Business: Fan club, Start date: 08/11/2016, Address: 4910 Dunsmere Street Houston, TX 77018, Duties: liason between the Baltimore Ravens organization and the group and greet people at watch parties, 4 total hours per month; 0 during securities trading hours, Not investment related, 2) Benefits and Group Insurance- Working with companies that provide benefits and group insurance that is appropriate for clients not offered by Guardian. Start: 02/01/2021, Address: 3040 Post Oak Blvd, Suite 1150, Houston, TX 77056, 8 total hours per month, 8 during securities trading hours, Investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-04 |
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