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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-16 |
| PA | RA | APPROVED | 2026-01-08 |
| SC | RA | APPROVED | 2025-04-29 |
| NC | RA | APPROVED | 2025-02-05 |
| MI | RA | APPROVED | 2025-01-24 |
| CA | RA | APPROVED | 2024-04-16 |
| IL | RA | APPROVED | 2024-03-07 |
| IN | RA | APPROVED | 2022-03-15 |
| CO | RA | APPROVED | 2022-02-16 |
| VA | RA | APPROVED | 2022-01-19 |
| OH | RA | APPROVED | 2020-10-14 |
| KY | RA | APPROVED | 2020-09-23 |
Branch Locations
419 Plum Street, Cincinnati, OH 45202 • United States
Covington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Cincinnati | OH | 06/2018 | Present |
| Fifth Third Bank | Cincinnati | OH | 10/2015 | 06/2018 |
| Park Avenue Securities | Cincinnati | OH | 07/2019 | Present |
| Guardian Life Insurance Company | Covington | KY | 06/2024 | Present |
| Park Avenue Securities | Covington | KY | 06/2024 | Present |
1) Insurance other than Guardian-Fixed Insurance Brokerage, Start date: 08/15/2018, Address: 1228 Highway Ave, Covington KY 41011, 3 total hours per month, 1 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Emerging Leaders of NKY - Non-Profit, Start Date: 9/6/2023, Address: 1228 Highway Ave., Covington, KY 41011, 5 total hours per month; 3 during securities trading hours, Not investment related, No annual compensation, 3) OBryan Strategies LLC, Start Date: 10/20/2025, Nature: LLC was created for the purpose of buying a property, Address: 507 Altamont Rd Covington KY 41011, Duties: Sole Owner/Proprietor of LLC, 0 total hours per month, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-04 |
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