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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-19 |
| AZ | RA | APPROVED | 2025-10-03 |
| FL | RA | APPROVED | 2025-09-15 |
| GA | RA | APPROVED | 2025-09-15 |
| CA | RA | APPROVED | 2025-09-12 |
| KS | RA | APPROVED | 2025-09-12 |
| MO | RA | APPROVED | 2025-09-12 |
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
6405 Metcalf Avenue Building 3, Suite 220, Overland Park, KS 66202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greatlife Kc | Lenexa | KS | 05/2015 | 02/2018 |
| Nbc Universal Nbc Sports Next | New York | NY | 03/2018 | 12/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2021 | 09/2022 |
| Northwestern Mutual Investment Services Llc | Olathe | KS | 11/2021 | 09/2022 |
| Guardian Life Insurance Company | San Diego | CA | 09/2022 | Present |
| Park Avenue Securities | San Diego | CA | 09/2022 | Present |
| Guardian Life Insurance Company | Kansas City | MO | 10/2022 | 09/2025 |
| Park Avenue Securities | Kansas City | MO | 10/2022 | 09/2025 |
| Guardian Life Insurance Company | Overland Park | KS | 11/2024 | Present |
| Park Avenue Securities | Overland Park | KS | 11/2024 | Present |
1) Waldo Business Association-Board Member, Nature of Business: Educate and promote local business owners through community events and webinars. Start: 7/10/2023, Address: 7222 Wornall Rd, Kansas City, MO 64114, Duties: Help organize the events with the board. 5 total hours a month; 2 during securities trading hours, Not investment related, 2) Children's Book-author, Nature of Business: Book writer, Start date: 11/27/2025, Address: 7125 Washington Street, KC, MO 64114, Duties: Author, 2 total hours per month; 0 during securities trading hours, Not investment related, 3) After School Golf Program-instructor, Nature of Business: Teaching golf lessons, Start date: 02/04/2026, Address: 7302 Pennsylvania Ave, KC MO 64114, Duties: Teaching, 3 total hours per month; 0 during securities trading hours, Not investment related, 4) Kansas City Public School Education Foundation-Board and Event Committee member, Nature of Business: Public School Education Foundation, Start date: 07/06/2026, Address: 2901 Troost Ave. Kansas City, MO 64109, Duties: helping the events committee put on a breakfast, and assist with a capital fundraising campaign, 2 total hours per month; 1 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-25 |
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