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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-15 |
| FL | RA | APPROVED | 2022-06-16 |
| IL | RA | APPROVED | 2022-06-06 |
| GA | RA | APPROVED | 2021-11-15 |
| NV | RA | APPROVED | 2021-10-21 |
| MI | RA | APPROVED | 2021-10-19 |
| WI | RA | APPROVED | 2021-10-15 |
Branch Locations
8010 Excelsior Drive Suite 200, Madison, WI 53717 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Madison | WI | 05/2020 | Present |
| Alpha Baking | Madison | WI | 10/2015 | 06/2020 |
| Park Avenue Securities | Madison | WI | 01/2021 | Present |
1) Outside Insurance Products, Start Date: 09/28/2020, Address: 8010 Excelsior Dr #200, Madison, WI 53717, 2 total hours per month 0 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Park Hotel-Valet, Start Date: 06/01/2022, Address: 22 Carroll Street Madison, WI 53703, 32 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 3) Doordash-Delivery Driver, Start Date: 10/01/2022, Address: 303 2nd Street, Suite 800 San Francisco, CA 94107, 80 total hours per month; 0 during securities trading hours, Not investment related, More than 10% annual compensation, 4) GMA SHRM Director of Media Relations-admin for the local SHRM chapter social media accounts, Start Date: 07/01/2025, Address: 303 2nd Street, Suite 800 San Francisco, CA 94107, 3 total hours per month; 1 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-07 |
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