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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-28 |
| CA | RA | APPROVED | 2026-03-25 |
| AZ | RA | APPROVED | 2024-11-05 |
| DC | RA | APPROVED | 2024-09-25 |
| MS | RA | APPROVED | 2024-08-27 |
| WA | RA | APPROVED | 2024-08-16 |
| CO | RA | APPROVED | 2024-08-01 |
| CT | RA | APPROVED | 2024-07-03 |
| MN | RA | APPROVED | 2024-02-22 |
| PA | RA | APPROVED | 2023-12-01 |
| IN | RA | APPROVED | 2023-11-27 |
| TX | RA | APPROVED | 2023-08-18 |
| NC | RA | APPROVED | 2023-08-01 |
| MA | RA | APPROVED | 2023-06-14 |
| NJ | RA | APPROVED | 2023-06-06 |
| NY | RA | APPROVED | 2023-06-06 |
| OH | RA | APPROVED | 2023-06-06 |
| WI | RA | APPROVED | 2023-06-06 |
| IL | RA | APPROVED | 2023-01-17 |
| VA | RA | APPROVED | 2023-01-09 |
| NH | RA | APPROVED | 2022-11-04 |
| SC | RA | APPROVED | 2022-05-06 |
| GA | RA | APPROVED | 2022-02-21 |
| AL | RA | APPROVED | 2022-02-17 |
| FL | RA | APPROVED | 2022-02-14 |
| MO | RA | APPROVED | 2022-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Fort Myers | FL | 03/2021 | Present |
| Guardian Life Insurance Company | Fort Myers | FL | 09/2020 | Present |
| Rstrock | Fort Myers | FL | 09/2019 | 09/2020 |
| Trilogy Home Health | Estero | FL | 10/2017 | 08/2019 |
| Chicago Medx | Chicago | IL | 01/2016 | 09/2017 |
1) R Stock, e-Commerce - e-Commerce business selling goods over the internet., ADDRESS: 11312 Sparkleberry Dr. Fort Myers, FL 33913, START DATE: 10/31/2019, 10 total hours per month 0 during securities trading hours, NON-INVESTMENT RELATED, Less than 10% annual compensation, 2) Carter Investing Group, LLC-LLC for our family real estate holdings ADDRESS: 2811 Edison Dr Semmes, AL 36575, START DATE: 09/15/2020, 0 total hours per month 0 during securities trading hours, INVESTMENT RELATED, Less than 10% annual compensation, 3) Insurance other than Guardian, Start Date: 7/30/25, Nature: Insurance products other than Guardian, Address: 14021 Metropolis Ave Fort Myers, FL 33912, Duties: sale of insurance products other than Guardian, 2 total hours per month; 2 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
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