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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-25 |
| FL | RA | APPROVED | 2025-07-21 |
| IL | RA | APPROVED | 2025-07-02 |
| CA | RA | APPROVED | 2023-06-20 |
| SC | RA | APPROVED | 2022-10-10 |
| NY | RA | APPROVED | 2022-05-09 |
| ME | RA | APPROVED | 2021-01-07 |
| NC | RA | APPROVED | 2020-11-25 |
| PA | RA | APPROVED | 2020-06-18 |
| GA | RA | APPROVED | 2018-01-26 |
Branch Locations
5600 Glenridge Dr. Suite 600 East, Atlanta, GA 30342 • United States
500 Sun Valley Drive B-1, Roswell, GA 30076 • United States
Roswell, GA • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Atlanta | GA | 04/2014 | 01/2017 |
| Guardian Life Insurance Co Of America | Atlanta | GA | 04/2017 | Present |
| Park Avenue Securities, Llc | Atlanta | GA | 01/2018 | Present |
| Guardian Life Insurance Company | Roswell | GA | 12/2018 | Present |
| Park Avenue Securities | Roswell | GA | 12/2018 | Present |
1. Rogers Family Trust I am the executor and beneficiary of family trust. Start: 01/01/2016 Address: 2870 S Pharr Ct NW #301, Atlanta, GA 30305 0 hrs per month Investment related 2. Collins Will I am named as the executor of family member's estate. Start: 03/01/2018 Address: 821 Ivy Vine Place, Milton, GA 30004 0 hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-24 |
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