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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED_RES | 2026-03-18 |
| CA | RA | APPROVED | 2026-03-17 |
| NJ | RA | APPROVED | 2026-03-17 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Brentwood, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Stockton | CA | 10/2015 | 01/2021 |
| Nylife Securities Llc | Stockton | CA | 11/2015 | 01/2021 |
| Guardian Life Insurance Company Of America | Lodi | CA | 02/2021 | 12/2021 |
| Park Avenue Securities | Lodi | CA | 02/2021 | 12/2021 |
| New York Life Insurance Co | San Ramon | CA | 01/2022 | 10/2022 |
| Nylife Securities Llc | San Ramon | CA | 03/2022 | 10/2022 |
| Guardian Life Insurance Company | Lodi | CA | 11/2022 | 06/2023 |
| Park Avenue Securities | Lodi | CA | 11/2022 | 06/2023 |
| Equity Services, Inc. | Brentwood | CA | 09/2023 | 10/2023 |
| National Life Group | Brentwood | CA | 08/2023 | 10/2023 |
| Mml Investors Services, Llc | San Jose | CA | 11/2023 | 04/2024 |
| Massmutual Life Insurance Co | San Jose | CA | 11/2023 | 04/2024 |
| Samuel Meritt University | Oakland | CA | 06/2023 | 09/2023 |
| New York Life Insurance Co | Stockton | CA | 05/2024 | 03/2026 |
| Nylife Securities Llc | Stockton | CA | 05/2024 | 03/2026 |
| Eagle Strategies Llc | Stockton | CA | 08/2024 | 03/2026 |
| Guaridian Life Insurance Company | Irvine | CA | 03/2026 | Present |
| Park Avenue Securities | Irvine | CA | 03/2026 | Present |
| Guardian Life Insurance Company | Brentwood | CA | 03/2026 | Present |
| Park Avenue Secueities | Brentwood | CA | 03/2026 | Present |
1) Insurance other than Guardian-broker, Nature of Business: Insurance sales, Start date: 01/14/2021, Address: 966 Chamomile Lane, Brentwood CA 94513, Duties: Insurance other than Guardian 10 total hours per month; 10 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-27 |
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