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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-08-26 |
| VA | RA | APPROVED | 2026-07-01 |
| WA | RA | APPROVED | 2026-01-16 |
| IN | RA | APPROVED | 2026-01-08 |
| NE | RA | APPROVED | 2026-01-08 |
| IL | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED | 2025-01-31 |
| MI | RA | APPROVED | 2024-12-02 |
| DC | RA | APPROVED | 2024-10-03 |
| AZ | RA | APPROVED | 2024-08-02 |
| HI | RA | APPROVED | 2024-07-17 |
| CA | RA | APPROVED | 2024-07-11 |
Branch Locations
949 S Coast Drive Suite 220, Costa Mesa, CA 92626 • United States
Newport Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Rancho Santa Margarita | CA | 02/2023 | 03/2024 |
| Corevest American Finance | Irvine | CA | 04/2022 | 02/2023 |
| Westpac Wealth Partners | Scottsdale | AZ | 12/2020 | 04/2022 |
| Chiptole | Lake Forest | CA | 10/2020 | 12/2020 |
| El Chullo Peruvian Restaurant Bar And Grill | Phoenix | AZ | 06/2018 | 03/2020 |
| Arizona State University | Tempe | AZ | 07/2018 | 12/2021 |
| Punahou School | Honolulu | HI | 07/2012 | 06/2018 |
| Guardian Life Insurance | Costa Mesa | CA | 03/2024 | Present |
| Park Avenue Securities | Costa Mesa | CA | 03/2024 | Present |
| Guardian Life Insurance Company | Rancho Santa Margarita | CA | 06/2024 | 07/2026 |
| Park Avenue Securities | Rancho Santa Margarita | CA | 06/2024 | 07/2026 |
| Guardian Life Insurance | Newport Beach | CA | 07/2026 | Present |
| Park Avenue Securities | Newport Beach | CA | 07/2026 | Present |
1) Insurance other than Guardian-Independent contractor, Start date: 10/17/2025, Address: 949 S Coast Dr, Suite 220, Costa Mesa, CA 92626, 3 total hours per month; 3 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-05 |
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