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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-08 |
| OH | RA | APPROVED | 2018-10-01 |
Branch Locations
8425 Pulsar Place Suite 450, Columbus, OH 43240 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Columbus | OH | 08/2018 | Present |
| Unemployed | Columbus | OH | 08/2017 | 07/2018 |
| Standard Insurance | Portland | OR | 09/2016 | 08/2017 |
| Nationwide Financial | Columbus | OH | 05/1990 | 09/2016 |
| Park Avenue Securities | Columbus | OH | 09/2018 | Present |
| Guardian Life Insurance Company | Columbus | OH | 06/2024 | Present |
| Park Avenue Securities | Columbus | OH | 06/2024 | Present |
1. AMS Cleaning Spaces, LLC This is my spouse's commercial cleaning and catering business. Handle some of the financial aspects, most especially tax filings, payments, etc. Start: 05/01/1998, Address: 2315 Concord Village Dr Columbus, OH 43220, 1 non bus hr per month, Not investment related, 2. Insurance products other than Guardian, Ability to offer insurance products outside of Guardian, Start: 09/01/2018, Address: 8425 Pulsar Place, Suite 450, Columbus, Ohio 43240, 8 bus hrs per month, Investment related, 3. Financial power of Attorney, Start Date: 12/22/2025, Nature: POA for Delia Adkins, Address: 2315 Concord Village Dr Columbus, OH 43220, Duties: Assisting with her bills & other banking activities, ensuring her assets have the appropriate beneficiaries, 2 total hours per month; 1 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-18 |
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