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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
50 Tice Blvd Suite 280, Woodcliff Lake, NJ 07677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | San Diego | CA | 08/2020 | 02/2024 |
| Stepstone Group | San Diego | CA | 01/2020 | 06/2020 |
| Montecito Bank & Trust | Goleta | CA | 06/2019 | 08/2019 |
| Planmember Financial Corportation | Carpinteria | CA | 06/2018 | 08/2018 |
| Jeannine's Restaurant And Bakery | Santa Barbara | CA | 06/2016 | 08/2017 |
| University Of San Diego | San Diego | CA | 08/2016 | 05/2020 |
| Park Avenue Securities | San Diego | CA | 08/2023 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 03/2024 | 09/2025 |
| Bank Of America N.A. | Los Angeles | CA | 03/2024 | 09/2025 |
| Planning Alliance | Woodcliff Lake | NJ | 10/2025 | 11/2025 |
| Guardian Life Insurance Company | Woodcliff Lake | NJ | 11/2025 | Present |
| Park Avenue Securities | Woodcliff Lake | NJ | 11/2025 | Present |
| Guardian Life Insurance Company | Santa Barbara | CA | 11/2025 | 01/2026 |
| Park Avenue Securities | Santa Barbara | CA | 11/2025 | 01/2026 |
| Park Avenue Securities | Dallas | TX | 01/2026 | Present |
| Guardian Life Insurance Company | Dallas | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-24 |
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