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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED | 2025-01-22 |
| IA | RA | APPROVED | 2023-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Pella | IA | 12/2019 | 04/2024 |
| Morrissey Management & Construction, Llc | Ottumwa | IA | 05/2011 | Present |
| Park Avenue Securities, Llc | Pella | IA | 03/2022 | 04/2024 |
| Guardian Life Insurance Company | Ottumwa | IA | 04/2024 | Present |
| Park Avenue Securities | Ottumwa | IA | 04/2024 | Present |
1) Morrissey Management and Construction, LLC/ Owner, Start date: 01/01/2011, Address: 1313 N. Court St, Ottumwa IA 52501, 15 total hours per month; 5 hours during securities trading hours, Not Investment related, More than 10% annual compensation, 2) Northgate Alliance Church, Start date: 09/01/2014, Address: 2705 N Court St, Ottumwa IA 52501 10 total hours per month and 0 hours during securities trading hours, Not Investment related, less than 10% annual compensation, 3) Personal rental #1, Start date: 01/01/2012, Address: 121 N Ash, Ottumwa IA 52501, 3 total hours per month and 0.5 hours during securities trading hours, Investment related. 4) Personal rental #2, Start date: 01/01/2012, Address: 316 N Marion, 3 total hours per month and 0.5 hours during securities trading hours, Investment related, 5) personal rental #3, Start date:01/01/2012, Address: 410 N Wapello, Ottumwa IA 52501, 3 total hours per month and 0.5 hours during securities trading hours, Investment related, 6) K&M Management, LLC, Start date: 01/01/2015, Address: 1313 N Court, Ottumwa IA 52501, 227 W Wapello, Agency IA 52530 5 total hours per month and 1 hour during securities trading hours, Investment related, Less than 10% annual compensation, 7) VAN MOR Properties, LLC, Start date: 11/01/2019, Address: 342 E Park, Ottumwa IA 52501, 117 S Market, Ottumwa IA 52501 5 total hours per month and 1 hour during securities trading hours, Investment related, More than 10% annual compensation, 8) Morrissey Management & Construction , LLC - Real Estate Activities, Start Date: 1/1/2011, Address: 1313 N. Court, Ottumwa, IA 52501, 3 total hours per month; .5 during securities trading hours, Investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-25 |
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