Joseph Davidson

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-04-16
FL	RA	APPROVED	2026-04-13
OH	RA	APPROVED	2026-04-13
CA	RA	APPROVED	2026-04-10
CO	RA	APPROVED	2026-04-10
IL	RA	APPROVED	2026-04-10
IN	RA	APPROVED	2026-04-10
KY	RA	APPROVED	2026-04-10
MI	RA	APPROVED	2026-04-10
NY	RA	APPROVED	2026-04-10
OK	RA	APPROVED	2026-04-10
PA	RA	APPROVED	2026-04-10
TX	RA	APPROVED	2026-04-10
WA	RA	APPROVED	2026-04-10

AZ RA
APPROVED

Since 2026-04-16
FL RA
APPROVED

Since 2026-04-13
OH RA
APPROVED

Since 2026-04-13
CA RA
APPROVED

Since 2026-04-10
CO RA
APPROVED

Since 2026-04-10
IL RA
APPROVED

Since 2026-04-10
IN RA
APPROVED

Since 2026-04-10
KY RA
APPROVED

Since 2026-04-10
MI RA
APPROVED

Since 2026-04-10
NY RA
APPROVED

Since 2026-04-10
OK RA
APPROVED

Since 2026-04-10
PA RA
APPROVED

Since 2026-04-10
TX RA
APPROVED

Since 2026-04-10
WA RA
APPROVED

Since 2026-04-10

Branch Locations

Columbus, OH • United States

8425 Pulsar Place Suite 450, Columbus, OH 43240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Old Fort Banking Company	Bowling Green	OH	01/2019	06/2020
Unemployed	Findlay	OH	05/2018	12/2018
Bowling Green State University	Bowling Green	OH	06/2013	04/2018
Northwestern Mutual Life Insurance Company	Milwaukee	WI	07/2020	02/2026
Northwestern Mutual Investment Services Llc	Columbus	OH	07/2020	02/2026
Northwestern Mutual Wealth Management Company	Milwaukee	WI	09/2021	02/2026
Guardian Life Insurance Company	Columbus	OH	03/2026	Present
Park Avenue Securities Llc	Columbus	OH	03/2026	Present

01/2019 → 06/2020

Old Fort Banking Company

Bowling Green, OH
05/2018 → 12/2018

Unemployed

Findlay, OH
06/2013 → 04/2018

Bowling Green State University

Bowling Green, OH
07/2020 → 02/2026

Northwestern Mutual Life Insurance Company

Milwaukee, WI
07/2020 → 02/2026

Northwestern Mutual Investment Services Llc

Columbus, OH
09/2021 → 02/2026

Northwestern Mutual Wealth Management Company

Milwaukee, WI
03/2026 → Present

Guardian Life Insurance Company

Columbus, OH
03/2026 → Present

Park Avenue Securities Llc

Columbus, OH

Other Businesses

Insurance other than Guardian 04/16/2026 8425 Pulsar Place Ste 450, Columbus, OH 43240 2 hours per month 2 hours during trading hours Yes investment related Annual Percentage less than 10%

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-18
S63	Uniform Securities Agent State Law Examination	2020-10-22

S65 Uniform Investment Adviser Law Examination

2026-02-18
S63 Uniform Securities Agent State Law Examination

2020-10-22

Other Names

Joseph B Davidson
Joe Davidson

View on SEC IAPD