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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-02 |
| NM | RA | APPROVED | 2024-12-20 |
| TX | RA | APPROVED | 2024-05-21 |
| CO | RA | APPROVED | 2022-07-25 |
Branch Locations
6455 South Yosemite Street Suite 425, Greenwood Village, CO 80111 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Strategies | Greenwood Village | CO | 01/2016 | 03/2018 |
| Park Avenue Securities | Greenwood Village | CO | 05/2022 | Present |
| Guardian Life Insurance Company | Greenwood Village | CO | 03/2018 | Present |
| Park Avenue Securities | Denver | CO | 06/2024 | Present |
| Guardian Life Insurance Company | Denver | CO | 06/2024 | Present |
1) Ameritas Disability Insurance Product Sales, Start date: 02/01/2019, Address: NW DI Center 17837 1st Ave S #507, Seattle WA 98148, 10 total hours per month; 8 during securities trading hours, Investment related, Less than 10% annual compensation 2) Ohio National Life disability sales, Start date: 12/01/2019, Address: 732 W 9th Ave, Denver, CO 80204, 5 - 10 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 3) Hubris Gamer YouTube channel/InYourHubris Twitch channel-stream games, Start date: 04/01/2021, Address: 732 W 9th Ave, Denver, CO 80204, 24 total hours per month; 0 during securities trading hours, Not Investment related, No annual compensation, 4) Non-Guardian Individual Disability Sales, Start date: 08/01/2024, Address: 5555 West Loop South, Suite 500 Bellaire, TX 77401, 20 total hours per month; 20 during securities trading hours, Investment related, Greater than 10% annual compensation, 5) Non-Guardian Insurance Products, Start date: 09/19/2025, Address: 6455 S Yosemite St. Suite 425 Greenwood Village, CO 80111, 10 total hours per month; 10 during securities trading hours, Investment related, <10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-25 |
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