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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-05-29 |
| DE | RA | APPROVED | 2026-05-18 |
| MD | RA | APPROVED | 2026-05-18 |
| VT | RA | APPROVED | 2021-10-22 |
| OH | RA | APPROVED | 2020-12-14 |
| GA | RA | APPROVED | 2019-03-26 |
| MA | RA | APPROVED | 2019-03-26 |
| FL | RA | APPROVED | 2019-02-18 |
| MO | RA | APPROVED | 2019-02-17 |
| VA | RA | APPROVED | 2017-08-02 |
| AZ | RA | APPROVED | 2015-09-04 |
| TX | RA | APPROVED_RES | 2012-03-23 |
| WI | RA | APPROVED | 2010-11-24 |
| SC | RA | APPROVED | 2005-05-05 |
| NC | RA | APPROVED | 2005-04-27 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Charlotte | NC | 12/2004 | Present |
| Park Avenue Securities | Charlotte | NC | 07/2023 | Present |
1) AB Real Estate Holdings, LLC-Will be used only to own future real estate holdings to be leased by Consolidated Planning,. Start: 12/15/2017, Address: 6115 Park South Drive, Ste 200 Charlotte, NC 28210, 1 bus hr per month, Investment related, 2) Inter-Agency Shared Services-Consolidated Planning charges other agencies within the Guardian distribution system monthly fees for two major services: FR Training & APG Back Office Case Work, Start: 01/01/2017, Address: 6115 Park South Drive, Ste 200 Charlotte, NC 28210, 1 bus hr per month, Not investment related, 3) Consolidated Planning Holdings, Inc.-Financial planning firm, focusing on insurance and wealth management solutions for individuals and businesses. My role is the owner and CEO of the firm,. Start: 04/01/2012, Address: 6115 Park South Drive, Ste 200 Charlotte, NC 28210, 1 total hr per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 4) Consolidated Planning Advisors-owns investment practices that have been acquired through purchase, Start: 01/01/2022, Address: 6115 Park South Drive, Ste 200 Charlotte, NC 28210, 1 total hour per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 5) LPA CP Southpark, LLC-owns the building for which Consolidated Planning leases, Start: 01/01/2019, Address: 6115 Park South Drive, Ste 200 Charlotte, NC 28210, 1 total hour per month; 0 during securities trading hours, Investment related, No annual compensation, 6) LPA Coleman, LLC-entity owns the building for which Consolidated Planning leases it's space in Charleston, SC, Start: 04/01/2019, Address: 350 Coleman Boulevard Mount Pleasant, SC 29464, 1 total hour per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 7) Target Market Institute, LLC, Start: 08/01/2023, Address: 6115 Park South Drive, Suite 200, Charlotte, NC 28210, 2 total hours per month; 2 during securities trading hours, Not Investment related, Less than 10% annual compensation, 8) Do the Opposite, LLC, Start: 11/20/2020, Address: 2990 Bethesda Place, Suite 603D, Winston Salem, NC 27103, .5 total hours per month; .5 during securities trading hours, Investment related, Less than 10% annual compensation, 9) Consolidated Planning, Inc., Start: 10/01/2013, Address: 6115 Park South Drive Suite 200 Charlotte, NC 28210, 1 total hour per month; 1 during securities trading hours, Not Investment related, No Annual compensation, 10) CP Tax & Advisory, LLC, passive owner of firm providing tax return preparation and tax planning services. Start: 5/1/2025, Address: 6115 Park South Drive, Suite 200-B, Charlotte, NC 28210, 1 total hour/month, 0 hours during trading, Not investment related, Less than 10% annual compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-16 |
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