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Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-08-10
VA RA APPROVED 2026-06-24
TX RA APPROVED_RES 2026-04-22
GA RA APPROVED 2026-04-17
MS RA APPROVED 2026-04-01
OR RA APPROVED 2025-04-25
NY RA APPROVED 2025-02-25
FL RA APPROVED 2024-12-16
AZ RA APPROVED 2024-04-24
AK RA APPROVED 2024-04-03
CA RA APPROVED 2024-04-03
HI RA APPROVED 2024-04-03
  • NV RA
    APPROVED
    Since 2026-08-10
  • VA RA
    APPROVED
    Since 2026-06-24
  • TX RA
    APPROVED_RES
    Since 2026-04-22
  • GA RA
    APPROVED
    Since 2026-04-17
  • MS RA
    APPROVED
    Since 2026-04-01
  • OR RA
    APPROVED
    Since 2025-04-25
  • NY RA
    APPROVED
    Since 2025-02-25
  • FL RA
    APPROVED
    Since 2024-12-16
  • AZ RA
    APPROVED
    Since 2024-04-24
  • AK RA
    APPROVED
    Since 2024-04-03
  • CA RA
    APPROVED
    Since 2024-04-03
  • HI RA
    APPROVED
    Since 2024-04-03

Branch Locations

Bakersfield, CA • United States

2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Services Llc Newport Beach CA 09/2016 03/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2015 03/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2017 03/2021
Guardian Life Insurance Company Of America Irvine CA 03/2021 11/2021
Park Avenue Securities Irvine CA 03/2021 11/2021
Guardian Life Insurance Company El Segundo CA 11/2021 06/2022
Park Avenue Securities El Segundo CA 11/2021 06/2022
Guardian Life Insurance Company Irvine CA 06/2022 12/2025
Park Avenue Securities Irvine CA 06/2022 12/2025
Guardian Life Insurance Company Bakersfield CA 12/2025 Present
Park Avenue Securities Bakersfield CA 12/2025 Present
  • 09/2016 → 03/2021
    Northwestern Mutual Investment Services Llc
    Newport Beach, CA
  • 10/2015 → 03/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2017 → 03/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2021 → 11/2021
    Guardian Life Insurance Company Of America
    Irvine, CA
  • 03/2021 → 11/2021
    Park Avenue Securities
    Irvine, CA
  • 11/2021 → 06/2022
    Guardian Life Insurance Company
    El Segundo, CA
  • 11/2021 → 06/2022
    Park Avenue Securities
    El Segundo, CA
  • 06/2022 → 12/2025
    Guardian Life Insurance Company
    Irvine, CA
  • 06/2022 → 12/2025
    Park Avenue Securities
    Irvine, CA
  • 12/2025 → Present
    Guardian Life Insurance Company
    Bakersfield, CA
  • 12/2025 → Present
    Park Avenue Securities
    Bakersfield, CA
Other Businesses

1) Outside Insurance Sales - Proverbs Financial Inc, Start date: 02/12/2021, Address: 2855 Michelle Drive STE 320 Irvine, CA 92606, 10 total hours per month; 10 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Bridgepoint Tax Services-Partner, Nature of Business: Tax services, Start date: 03/11/2026, Address: 12407 Madelyn Drive Bakersfield, CA , Duties: tax planning, 5 total hours per month; 5 during securities trading hours, Not investment related,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-01
S63 Uniform Securities Agent State Law Examination 2017-01-06
  • S65 Uniform Investment Adviser Law Examination
    2024-04-01
  • S63 Uniform Securities Agent State Law Examination
    2017-01-06
Other Names
  • Gregory Joseph Montejo

View on SEC IAPD

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