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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-03-15 |
| CA | RA | APPROVED | 2016-09-15 |
| UT | RA | APPROVED | 2016-09-01 |
Branch Locations
756 East Winchester Blvd Suite 304, Murray, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Murray | UT | 10/2015 | Present |
| Park Avenue Securities | Murray | UT | 06/2016 | Present |
| Park Avenue Securities | Draper | UT | 06/2024 | 09/2024 |
| Guardian Life Insurance Company | Draper | UT | 06/2024 | 09/2024 |
1. ZIMMER FREI LLC-Ownership in an income producing rental property, Start: 10/01/1996, Address: 1271 E Sage Ridge Road, Sandy, UT 84094, 2 bus hrs per month, Investment related, >10% annual compensation, 2. Trustee and Executor for Father's Trust - Michael G. Nelson-, Start: 09/03/2020, Address: 711 E 3230 N, Lehi, UT 84043, 1 total hour per month, 1 during securities trading hours, Not Investment related, No annual compensation, 3. Managed Health- Group and Individual Health Benefits, Start: 06/13/2022, Address:668 E. 12225 S. , Suite 204, Draper, UT 84020, 2 total hours per month 2 during securities trading hours, Investment related, Less than 10% annual compensation, 4. Selling Insurance Products other than Guardian, Start: 07/31/2025, Address: 756 E Winchester St, Suite 304, Murray, UT 84107, 10 total hours per month; 10 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-25 |
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