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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-10 |
| MI | RA | APPROVED | 2023-09-18 |
| NV | RA | APPROVED | 2023-03-22 |
| IL | RA | APPROVED | 2022-02-10 |
| CO | RA | APPROVED | 2020-10-22 |
| CA | RA | APPROVED | 2016-04-22 |
Branch Locations
5927 Balfour Ct Suite 104, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | La Jolla | CA | 04/2016 | 10/2021 |
| Park Avenue Securities | La Jolla | CA | 04/2016 | 10/2021 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | 03/2024 |
| Park Avenue Securities | San Diego | CA | 10/2021 | 03/2024 |
| Guardian Life Insurance Company | Carlsbad | CA | 03/2024 | Present |
| Park Avenue Securities | Carlsbad | CA | 03/2024 | Present |
1. Friends of Braille Institute- non-profit auxiliary founded in 2005 to support the programs and services; Start: 02/08/2017 Address: 4555 Executive Drive, San Diego, CA 92121 Hrs per month - tot/bus; 3/1 Not investment related, 2) Insurance other than Guardian-broker, Nature of Business: Insurance sales, Start date: 09/25/2025, Address: 2888 Loker Ave E #219, Carlsbad, CA 92010, Duties: Insurance other than Guardian 4 total hours per month; 4 during securities trading hours, Investment related, 3) Endurance Advisory Group LLC-owner, Nature of Business: Legal Entity, Start date: 12/01/2025, Address: 530 Camino Verde San Marcos, CA 92078, Duties: owner, 2 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-19 |
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