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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-09-09 |
| NE | RA | APPROVED | 2025-03-14 |
| KS | RA | APPROVED | 2025-03-10 |
| IL | RA | APPROVED | 2024-07-02 |
| SC | RA | APPROVED | 2022-11-08 |
| ID | RA | APPROVED | 2022-07-20 |
| MO | RA | APPROVED | 2022-06-29 |
| MN | RA | APPROVED | 2022-05-18 |
| IN | RA | APPROVED | 2021-12-13 |
| NY | RA | APPROVED | 2021-04-16 |
| MT | RA | APPROVED | 2021-01-27 |
| AZ | RA | APPROVED | 2021-01-15 |
| FL | RA | APPROVED | 2020-04-21 |
| MI | RA | APPROVED | 2020-01-30 |
| MD | RA | APPROVED | 2019-12-13 |
| GA | RA | APPROVED | 2019-01-24 |
| OR | RA | APPROVED | 2018-11-14 |
| WA | RA | APPROVED | 2018-11-13 |
| NC | RA | APPROVED | 2018-03-19 |
| CO | RA | APPROVED | 2018-03-07 |
| DE | RA | APPROVED | 2017-10-16 |
| WY | RA | APPROVED | 2017-07-25 |
| VA | RA | APPROVED | 2017-07-21 |
| TX | RA | APPROVED_RES | 2017-05-12 |
| HI | RA | APPROVED | 2017-03-29 |
| CA | RA | APPROVED | 2015-04-21 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
Big Bear Lakes, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Lajolla | CA | 12/2014 | 10/2017 |
| Guardian Life Insurance Company | San Diego | CA | 12/2016 | 10/2017 |
| Park Avenue Securities Llc | San Diego | CA | 12/2016 | 10/2017 |
| Guardian Life Insurance | La Jolla | CA | 10/2017 | 10/2021 |
| Park Avenue Securities | La Jolla | CA | 10/2017 | 10/2021 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
| Guardian Life Insurance Company | Big Bear Lakes | CA | 06/2024 | Present |
| Guardian Life Insurance Company | Big Bear Lakes | CA | 06/2024 | Present |
1. Insurance products-I plan to place insurance that does not fit with Guardian with an outside provider Start: 03/23/2016 Address: 4275 Executive Sq #800 La Jolla, CA 92037 2 bus hrs per month Investment related 2. Residential Rental Unit-Part owner of rental unit Start: 07/01/2018 Address: 2038 Garnet Avenue, San Diego, CA 92109 1-2 non bus hrs per month Investment related 3. Professional Development Co-Chair-Help coordinate the professional development activities for the association: Society of Women Engineers Start: 08/01/2019 Address: N/A 5 non bus hrs per month Not investment related 4) Residential Rental Property-Residential Rental Property Start: 07/26/2020 Address: 10055 N 142nd Street, Scottsdale, Arizona 1-2 total hours per month 0 during securities trading hours Investment related < 10% annual compensation 5) Bodycott Family Trust-trustee(self) Start: 10/26/2016 Address: 2038 Garnet Avenue, San Diego, CA 92109 0 total hours per month Not Investment related No annual compensation 6) Rental Property, Start: 7/1/2018, Address: 2038 Garnet Avenue, San Diego, CA 92109, 1 total hour per month; 0 hours per month during securities trading hours, Investment related, Less than 10% annual compensation; 7) Rental Property II, Start: 7/26/2020, Address: 10055 N 142N Street, Scottsdale, Arizona 85259, 1 total hour per month; 0 hours per month during securities trading hours, Investment related, Less than 10% annual compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-18 |
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