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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-26 |
| VA | RA | APPROVED | 2025-08-25 |
| NV | RA | APPROVED | 2024-02-12 |
| CA | RA | APPROVED | 2024-02-07 |
Branch Locations
Rancho Mission Viejo, CA • United States
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 Insurance Company | Irvine | CA | 03/2021 | 01/2024 |
| Janus Henderson Investors | Denver | CO | 09/2020 | 12/2020 |
| Communications Strategy Group | Denver | CO | 07/2017 | 09/2017 |
| Gagnier Communications | Littleton | CO | 07/2019 | 09/2020 |
| University Of Colorado Boulder | Boulder | CO | 10/2017 | 10/2022 |
| Orange County Lifeguard | Orange County | CA | 07/2015 | 08/2017 |
| Park Avenue Securities | Irvine | CA | 10/2022 | 01/2024 |
| Guardian Life Insurance Company | Las Vegas | NV | 01/2024 | 01/2026 |
| Park Avenue Securities | Las Vegas | NV | 01/2024 | 01/2026 |
| Guardian Life Insurance Company | Rancho Mission Viejo | CA | 01/2026 | Present |
| Park Avenue Securities | Rancho Mission Viejo | CA | 01/2026 | Present |
Name: Outside insurance sales Start date:03/11/2021 Address: 300 S. 4th Street, Las Vegas, NV 89101 10 total hours per month and 10 total hours during securities trading hours, Investment related, Less than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
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