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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-11 |
| LA | RA | APPROVED | 2025-08-11 |
| PA | RA | APPROVED | 2025-06-10 |
| MA | RA | APPROVED | 2025-04-17 |
| CT | RA | APPROVED | 2025-01-03 |
| NJ | RA | APPROVED | 2024-02-28 |
| MI | RA | APPROVED | 2024-01-19 |
| OH | RA | APPROVED | 2023-01-13 |
| VT | RA | APPROVED | 2022-02-22 |
| UT | RA | APPROVED | 2021-08-04 |
| NY | RA | APPROVED | 2021-05-11 |
| CA | RA | APPROVED | 2020-10-19 |
| GA | RA | APPROVED | 2020-02-03 |
| IA | RA | APPROVED | 2019-10-07 |
| NC | RA | APPROVED | 2018-03-01 |
| CO | RA | APPROVED | 2017-08-03 |
| TX | RA | APPROVED | 2017-03-08 |
| SD | RA | APPROVED | 2016-11-07 |
| AL | RA | APPROVED | 2016-09-08 |
| FL | RA | APPROVED | 2016-08-16 |
| SC | RA | APPROVED | 2016-07-15 |
| VA | RA | APPROVED | 2016-03-25 |
| AZ | RA | APPROVED | 2016-02-23 |
| KY | RA | APPROVED | 2016-01-22 |
| IN | RA | APPROVED | 2015-12-18 |
Branch Locations
735 Arlington Avenue N Suite 207, Saint Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Saint Petersburg | FL | 07/2016 | Present |
| Park Avenue Securities Llc | Saint Petersburg | FL | 07/2016 | Present |
1. TAL Ventures, LLC-Joint Husband/Wife LLC for real estate. Start: 07/15/2019 Address: 951 Arlington Ave N. Saint Petersburg, FL 33705 0 hrs per month Investment related 2) Group Benefits-Helping clients with group health insurance Start: 08/01/2020 Address: 951 Arlington Ave N. Saint Petersburg, FL 33705 0 hrs per month Investment related Less than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-23 |
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