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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-07-24 |
| MI | RA | APPROVED | 2022-10-03 |
| NC | RA | APPROVED | 2022-02-24 |
| SC | RA | APPROVED | 2022-01-06 |
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2021-03-04 |
| NH | RA | APPROVED | 2021-02-16 |
| IN | RA | APPROVED | 2019-09-16 |
| MD | RA | APPROVED | 2018-08-27 |
| AZ | RA | APPROVED | 2018-01-04 |
| PA | RA | APPROVED | 2017-11-09 |
| VA | RA | APPROVED | 2017-09-13 |
| MO | RA | APPROVED | 2017-07-21 |
| GA | RA | APPROVED | 2017-07-12 |
| TX | RA | APPROVED_RES | 2016-09-02 |
| KS | RA | APPROVED | 2016-08-15 |
| MA | RA | APPROVED | 2016-04-05 |
| CA | RA | APPROVED | 2010-04-05 |
| NV | RA | APPROVED | 2010-04-05 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
Las Vegas, NV • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | San Diego | CA | 06/2003 | 08/2023 |
| Park Avenue Securities | San Diego | CA | 02/2005 | 08/2023 |
| Guardian Life Insurance Company Of America | Las Vegas | NV | 08/2023 | Present |
| Park Avenue Securities | Las Vegas | NV | 08/2023 | Present |
| Guardian Life Insurance Company Of America | Irvine | CA | 06/2024 | 04/2025 |
| Park Avenue Securities | Irvine | CA | 06/2024 | 04/2025 |
1. Outside Insurance Sales-Independent Contractor - agent, Start: 09/26/2018, Address: 15373 Innovation Drive Ste 100 San Diego, CA 92128, Hrs per month - tot/bus: 10/5, Investment related, >10% annual compensation, 2) Movie Extra, Nature of Business: Motion Picture, Start date: 11/04/2025, Address: 753 Chase Tree Street, Las Vegas, NV 89144, Duties: Extra, 3 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-14 |
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