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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-04-25 |
| IA | RA | APPROVED | 2022-09-13 |
| IL | RA | APPROVED | 2022-04-04 |
| CT | RA | APPROVED | 2022-02-18 |
| LA | RA | APPROVED | 2021-08-06 |
| MD | RA | APPROVED | 2021-07-09 |
| MI | RA | APPROVED | 2021-05-17 |
| NY | RA | APPROVED | 2021-04-16 |
| MA | RA | APPROVED | 2021-01-22 |
| CA | RA | APPROVED | 2020-10-19 |
| CO | RA | APPROVED | 2020-09-30 |
| OH | RA | APPROVED | 2020-06-16 |
| IN | RA | APPROVED | 2020-06-03 |
| KY | RA | APPROVED | 2020-03-18 |
| NC | RA | APPROVED | 2020-03-18 |
| MO | RA | APPROVED | 2019-12-06 |
| SC | RA | APPROVED | 2019-10-04 |
| GA | RA | APPROVED | 2019-07-15 |
| AL | RA | APPROVED | 2019-03-14 |
| VA | RA | APPROVED | 2019-02-28 |
| NJ | RA | APPROVED | 2019-02-21 |
| TX | RA | APPROVED_RES | 2019-02-19 |
| PA | RA | APPROVED | 2019-02-08 |
| FL | RA | APPROVED | 2018-05-24 |
Branch Locations
495 Grand Blvd Suite 206, Miramar Beach, FL 32550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Miami | FL | 07/2015 | 01/2023 |
| Park Ave Securities | Miami | FL | 08/2015 | 01/2023 |
| Guardian Life Insurance Company | Miramar Beach | FL | 01/2023 | Present |
| Park Avenue Securities | Miramar Beach | FL | 01/2023 | Present |
1) Power of Attorney Living Trust (Dennis Family Revocable Living Trust), Start Date: 5/13/2023, Address: Miramar Beach, FL, 0 total hours per month; 0 during securities trading hours, Not Investment Related, No Annual Compensation, 2) Insurance other than Guardian-Broker, Nature of Business: Insurance other than Guardian, Start date: 01/01/2017, Address: 495 Grand Blvd Suite 206 (Office 221-222) Miramar Beach, FL 32550, Duties: Insurance other than Guardian 2 total hours per month; 2 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-12 |
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