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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-16 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westpac Wealth Partners | San Diego | CA | 07/2018 | Present |
| Mark W. Vannatta | San Diego | CA | 11/2014 | 07/2018 |
| Guardian Life Insurance Company | San Diego | CA | 07/2018 | Present |
| Park Avenue Securities | San Diego | CA | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-12 |
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