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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-04 |
| MD | RA | APPROVED | 2025-04-09 |
| CO | RA | APPROVED | 2024-11-22 |
| MS | RA | APPROVED | 2024-06-19 |
| AL | RA | APPROVED | 2024-06-05 |
| PA | RA | APPROVED | 2023-10-11 |
| MO | RA | APPROVED | 2023-09-22 |
| NM | RA | APPROVED | 2023-07-20 |
| OR | RA | APPROVED | 2023-02-17 |
| UT | RA | APPROVED | 2022-08-03 |
| VA | RA | APPROVED | 2022-04-28 |
| MN | RA | APPROVED | 2021-08-09 |
| NC | RA | APPROVED | 2021-07-26 |
| TX | RA | APPROVED_RES | 2021-07-22 |
| SC | RA | APPROVED | 2021-07-12 |
| LA | RA | APPROVED | 2021-05-19 |
| NY | RA | APPROVED | 2021-04-16 |
| AZ | RA | APPROVED | 2020-09-04 |
| CA | RA | APPROVED | 2020-04-10 |
| FL | RA | APPROVED | 2020-02-19 |
| GA | RA | APPROVED | 2014-10-14 |
Branch Locations
1725 Windward Concourse Suite 110, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Atlanta | GA | 01/2013 | 01/2020 |
| Park Avenue Securities | Atlanta | GA | 10/2013 | 01/2020 |
| Guardian Life Insurance Company | Alpharetta | GA | 01/2020 | Present |
| Park Avenue Securities | Alpharetta | GA | 01/2020 | Present |
1. Insurance Services-Sell insurance products other than Guardian when Guardian product does not meet clients' needs, Start: 1/14/2013, Address: 900 Ashwood Pkwy, Suite 400 Atlanta, GA 30338, 2 bus hrs per month, Investment related, 2. Red Clay Soul-write "guest articles" occasionally for the blog on topics such as football, golf, finance, menswear, etc., Start: 09/27/2018, Address: 3360 Stovehill Ct SE Marietta, GA 30067, 1 non bus hr per month, Not investment related, 3. Executor for Wife's Last Will and Testament , Start: 03/23/2021, Address: 4105 Wildberry Ln Cumming GA 30040, 0 total hours per month, Not investment related, No annual compensation, 4. Serve on the Board of Governors for The Manor Golf and Country Club, Start: 5/1/2025, Address: 15852 Manor Club Dr, Milton, GA 30004, 2 Total hours/month, 0 hours during trading, Not investment related, No compensation. 4. Serve on the Board of Governors for The Manor Golf and Country Club, Start: 5/1/2025, Address: 15852 Manor Club Dr, Milton, GA 30004, 2 Total hours/month, 0 hours during trading, Not investment related, No compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-22 |
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