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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-07-10 |
| AZ | RA | APPROVED | 2025-02-25 |
| FL | RA | APPROVED | 2025-02-24 |
| IL | RA | APPROVED | 2025-02-21 |
| MD | RA | APPROVED | 2025-02-21 |
| NC | RA | APPROVED | 2025-02-21 |
| SC | RA | APPROVED | 2025-02-21 |
| TX | RA | APPROVED | 2025-02-21 |
| WI | RA | APPROVED | 2025-02-21 |
| CA | RA | APPROVED | 2025-02-12 |
Branch Locations
800 S Douglas Road Suite 501, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | San Ramon | CA | 09/2019 | 03/2026 |
| Slanted Door | San Ramon | CA | 01/2019 | 09/2019 |
| Lokanta | Walnut Creek | CA | 02/2018 | 07/2019 |
| Oasis | Pleasanton | CA | 02/2017 | 06/2019 |
| Blackhawk Grille | Danville | CA | 03/2016 | 02/2017 |
| Park Avenue Securities Llc | San Ramon | CA | 08/2024 | 03/2026 |
| Park Avenue Securities Llc | Dublin | CA | 03/2026 | 07/2026 |
| Guardian Life Insurance Company | Dublin | CA | 03/2026 | 07/2026 |
| Guardian Life Insurance Company | Coral Gables | FL | 07/2026 | Present |
| Park Avenue Securities Llc | Coral Gables | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-04 |
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