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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-18 |
| SC | RA | APPROVED | 2025-01-06 |
| MS | RA | APPROVED | 2024-03-05 |
| WA | RA | APPROVED | 2022-04-08 |
| MA | RA | APPROVED | 2022-03-31 |
| IN | RA | APPROVED | 2022-01-06 |
| FL | RA | APPROVED | 2021-11-22 |
| CA | RA | APPROVED | 2021-02-10 |
| TX | RA | APPROVED_RES | 2021-01-14 |
| GA | RA | APPROVED | 2017-02-07 |
Branch Locations
900 Ashwood Parkway Suite 400, Atlanta, GA 30338 • United States
Duluth, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Immucor | Norcross | GA | 10/2011 | 10/2016 |
| Park Avenue Securities, Llc | Atlanta | GA | 02/2017 | Present |
| Guardian Life Insurance Co Of America | Atlanta | GA | 09/2016 | Present |
| Guardian Life Insurance Company | Duluth | GA | 06/2024 | Present |
| Park Avenue Securities | Duluth | GA | 06/2024 | Present |
1. Insurance products other than Guardian-sell insurance products other than Guardian, Start: 10/03/2016, Address: 900 Ashwood Parkway Suite 400, Atlanta GA 30338, 2 bus hrs per month, Investment related, 2. Board of Trustees of Gwinnett Tech Foundation, Start: 08/30/2024, Address: 5150 Sugarloaf Parkway, Lawrenceville, GA 30043, 1.5 total hours per month; .5 during securities trading hours, Not investment related, No Annual Compensation, 3. Board Member of NAIFA Georgia Chapter, Start: 03/01/2024, Address: 677 Main St NW, Suwanee, GA 30024, 2 total hours per month; 2 during securities trading hours, Not investment related, No Annual Compensation, 4. Gwinnett Chamber's Board of Directors, Start: 01/01/2025, Address: 6500 Sugarloaf Parkway Duluth, GA 30097, 3 total hours per month; 2 during securities trading hours, Not investment related, No Annual Compensation, 5. Women's Advisory Council for Northside Hospital Gwinnett System, Start: 03/01/2020, Address: 1755 North Brown Road, Suite 100 Lawrenceville, GA 30043, 4 total hours per month; 1 during securities trading hours, Not investment related, No Annual Compensation, 6. MDRT US Chapter Community Leader, Start: 03/20/2025, Address: U.S., 2 total hours per month; 0 during securities trading hours, Not investment related, No Annual Compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-28 |
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