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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-06-05 |
| NH | RA | APPROVED | 2026-03-20 |
| ID | RA | APPROVED | 2025-06-23 |
| MO | RA | APPROVED | 2025-06-23 |
| NV | RA | APPROVED | 2025-06-08 |
| LA | RA | APPROVED | 2025-01-08 |
| MN | RA | APPROVED | 2025-01-06 |
| CO | RA | APPROVED | 2024-07-01 |
| MD | RA | APPROVED | 2024-03-26 |
| WY | RA | APPROVED | 2024-02-26 |
| WI | RA | APPROVED | 2023-10-10 |
| MT | RA | APPROVED | 2023-05-19 |
| CT | RA | APPROVED | 2023-04-19 |
| AK | RA | APPROVED | 2022-10-03 |
| OH | RA | APPROVED | 2022-07-21 |
| HI | RA | APPROVED | 2022-06-13 |
| AZ | RA | APPROVED | 2022-04-27 |
| OR | RA | APPROVED | 2022-03-10 |
| WA | RA | APPROVED | 2022-03-09 |
| PA | RA | APPROVED | 2022-03-01 |
| NC | RA | APPROVED | 2022-02-01 |
| DE | RA | APPROVED | 2022-01-31 |
| IL | RA | APPROVED | 2021-08-26 |
| NY | RA | APPROVED | 2021-08-24 |
| TX | RA | APPROVED | 2021-08-12 |
| NJ | RA | APPROVED | 2021-05-06 |
| FL | RA | APPROVED | 2021-05-04 |
| CA | RA | APPROVED | 2020-10-02 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | La Jolla | CA | 01/2020 | 10/2021 |
| J.P Morgan Chase | Escondido | CA | 11/2018 | 01/2020 |
| Tidemark Finanical Partners | La Jolla | CA | 08/2018 | 11/2018 |
| Tillys | Escondido | CA | 06/2018 | 08/2018 |
| California State University San Marcos | Escondido | CA | 08/2016 | Present |
| Park Avenue Securities Llc | La Jolla | CA | 03/2020 | 10/2021 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
| Guardian Life Insurance Company | Escondido | CA | 06/2024 | 11/2025 |
| Guardian Life Insurance Company | Escondido | CA | 06/2024 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
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