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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-22 |
| WA | RA | APPROVED | 2026-04-06 |
| OR | RA | APPROVED | 2025-09-18 |
| TX | RA | APPROVED_RES | 2025-07-24 |
| OH | RA | APPROVED | 2024-10-18 |
| OK | RA | APPROVED | 2024-02-26 |
| IL | RA | APPROVED | 2022-08-26 |
| MO | RA | APPROVED | 2022-07-13 |
| VA | RA | APPROVED | 2021-08-03 |
| GA | RA | APPROVED | 2021-04-15 |
| CO | RA | APPROVED | 2021-04-14 |
| NJ | RA | APPROVED | 2021-03-15 |
| DE | RA | APPROVED | 2021-02-17 |
| PA | RA | APPROVED | 2020-10-27 |
| HI | RA | APPROVED | 2020-05-29 |
| FL | RA | APPROVED | 2019-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Fort Myers | FL | 11/2015 | Present |
| Park Avenue Securities | Fort Myers | FL | 01/2017 | Present |
1. Sale of Life Products other than Guardian, Start: 11/17/2025, Nature: Insurance other than Guardian, Address: 14021 Metropolis Ave Fort Myers FL 33912, Duties: Broker/Selling insurance products other than Guardian, 4 total hours per month; 2 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-21 |
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