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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-02-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corp | Columbus | OH | 10/2018 | 09/2022 |
| Tailored Management | Scottsdale | AZ | 03/2018 | 10/2018 |
| Banner Health | Mesa | AZ | 02/2017 | 02/2018 |
| Romano's Macaroni Grill | Aliso Viejo | CA | 07/2012 | 04/2017 |
| Guardian Life Insurance Company | New York | NY | 09/2022 | 06/2024 |
| Park Avenue Securities | New York | NY | 10/2022 | 06/2024 |
| Guardian Life Insurance Company | San Tan Valley | AZ | 06/2024 | Present |
| Park Avenue Securities | San Tan Valley | AZ | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-26 |
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