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Account
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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-22 |
| IL | RA | APPROVED | 2026-03-12 |
| MA | RA | APPROVED | 2026-02-24 |
| AL | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED_RES | 2025-06-27 |
| CT | RA | APPROVED | 2025-03-11 |
| CA | RA | APPROVED | 2024-09-30 |
| MO | RA | APPROVED | 2024-08-27 |
| MD | RA | APPROVED | 2024-08-14 |
| CO | RA | APPROVED | 2024-08-06 |
| NJ | RA | APPROVED | 2024-06-05 |
| DE | RA | APPROVED | 2024-04-29 |
| GA | RA | APPROVED | 2024-04-25 |
| OK | RA | APPROVED | 2024-04-09 |
| NY | RA | APPROVED | 2024-03-13 |
| OH | RA | APPROVED | 2024-02-27 |
| VA | RA | APPROVED | 2024-02-09 |
| WA | RA | APPROVED | 2024-01-22 |
| FL | RA | APPROVED | 2023-12-14 |
| MN | RA | APPROVED | 2023-04-18 |
| AR | RA | APPROVED | 2023-02-27 |
| MI | RA | APPROVED | 2022-11-04 |
| SC | RA | APPROVED | 2022-07-28 |
| NC | RA | APPROVED | 2022-06-23 |
Branch Locations
6115 Park South Drive Suite 200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consolidated Planning | Charlotte | NC | 09/2021 | 02/2022 |
| Wells Fargo | Charlotte | NC | 05/2014 | 09/2021 |
| Guardian Life Insurance Company | Charlotte | NC | 02/2022 | Present |
| Park Avenue Securities | Charlotte | NC | 02/2022 | Present |
1. Insurance sales other than Guardian, Start Date: 1/1/2025, Nature: Insurance products other than Guardian, Address: 6115 Park South Drive, Suite 200 Charlotte, NC 28210, Duties: Independent Contractor/Selling insurance other than Guardian, 1 total hour per month; 0 during securities trading hours, Investment Related, 2) Mint City Wealth, LLC-officer, Start Date: 03/18/2026, Nature: DBA which will be associated with my teams Park Avenue and Guardian business, Address: 6115 Park South Drive, Suite 200 Charlotte, NC 28210, Duties: Officer, 160 total hour per month; 160 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-21 |
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