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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-04-16 |
| VA | RA | APPROVED | 2025-09-11 |
| IL | RA | APPROVED | 2025-04-24 |
| AR | RA | APPROVED | 2025-02-18 |
| NY | RA | APPROVED | 2024-03-13 |
| NH | RA | APPROVED | 2023-02-08 |
| MI | RA | APPROVED | 2022-10-18 |
| SC | RA | APPROVED | 2022-10-10 |
| ID | RA | APPROVED | 2022-07-26 |
| TX | RA | APPROVED | 2022-05-02 |
| WA | RA | APPROVED | 2021-12-03 |
| OR | RA | APPROVED | 2021-08-10 |
| NJ | RA | APPROVED | 2021-06-11 |
| AZ | RA | APPROVED | 2021-05-25 |
| CO | RA | APPROVED | 2021-04-19 |
| MD | RA | APPROVED | 2021-04-16 |
| NC | RA | APPROVED | 2021-04-16 |
| NV | RA | APPROVED | 2021-03-26 |
| GA | RA | APPROVED | 2020-12-16 |
| CA | RA | APPROVED | 2020-08-13 |
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 |
|---|---|---|---|---|
| Stapleton Group | 514 Via De La Valle #210 | CA | 02/2016 | 05/2020 |
| Guardian Life Insurance Company | La Jolla | CA | 06/2020 | 10/2021 |
| Park Avenue Securities | La Jolla | CA | 06/2020 | 10/2021 |
| Westpac Wealth Partners Llc | La Jolla | CA | 06/2020 | 10/2021 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-08 |
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