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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-06 |
| DC | RA | APPROVED | 2025-08-13 |
| HI | RA | APPROVED | 2024-10-18 |
| VA | RA | APPROVED | 2024-10-18 |
| IN | RA | APPROVED | 2024-09-16 |
| AL | RA | APPROVED | 2024-03-15 |
| AR | RA | APPROVED | 2022-08-05 |
| NV | RA | APPROVED | 2022-07-06 |
| WA | RA | APPROVED | 2021-10-08 |
| SD | RA | APPROVED | 2021-04-06 |
| CO | RA | APPROVED | 2020-04-15 |
| AZ | RA | APPROVED | 2019-10-22 |
| FL | RA | APPROVED | 2019-07-08 |
| OR | RA | APPROVED | 2019-02-20 |
| ID | RA | APPROVED | 2019-01-03 |
| TX | RA | APPROVED | 2018-07-02 |
| CA | RA | APPROVED | 2015-06-26 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins Co Of America | Newport Beach | CA | 12/2012 | 08/2020 |
| Park Avenue Securities | Newport Beach | CA | 01/2013 | 08/2020 |
| Guardian Life Insurance | Irvine | CA | 09/2020 | 06/2024 |
| Park Avenue Securities | Irvine | CA | 09/2020 | 06/2024 |
| Guardian Life Insurance Company | Huntington Beach | CA | 06/2024 | Present |
| Park Avenue Securities | Huntington Beach | CA | 06/2024 | Present |
1. Insurance Sales-Outside insurance sales including group health, dental, life and disability insurance,. Start: 09/25/2014, Address: 2855 Michelle Dr. Ste 320 Irvine, CA 92606, 5 bus hrs per month, Investment related, 2. MAO Insurance Services, Inc-DBA, Start: 10/01/2018, Address: 2855 Michelle Dr. Ste 320 Irvine, CA 92606, Hrs per month - tot/bus: 40/25, Investment related, 3) Board Member with June Lake Fire Dept BOD Start: 08/11/2025, Address: P O Box 99 June Lake CA 93529, 2 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-14 |
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