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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-22 |
| TX | RA | APPROVED | 2026-06-11 |
| MT | RA | APPROVED | 2026-06-01 |
Branch Locations
1014 South Ave. W. Suite A, Missoula, MT 59801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ups | Missoula | MT | 10/2005 | 03/2018 |
| Generations Contracting And Analysis | Missoula | MT | 04/2018 | 05/2024 |
| Guardian Life Insurance Company | Missoula | MT | 09/2024 | Present |
| Park Avenue Securities | Missoula | MT | 05/2025 | Present |
| Unemployed | Missoula | MT | 05/2024 | 09/2024 |
1) Door Dash-part time Door Dash employee, Start Date: 1/10/2022, Address: 4717 Montrose Dr., Missoula, MT 59808, Duties: delivery, 20 total hours per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation. 2) 4th D Club-Board of Directors, Start Date: 08/01/2025, Address: 1500 W. Broadway Ste. B Missoula, MT 59808, Duties: provides meeting spaces and support for 12 step recovery Programs, 20 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation. 3) Insurance other than Guardian-Independent contractor, Start date: 10/02/2025, Address: 1014 South Ave W Missoula, MT 59801, Duties: Insurance other than Guardian 10 total hours per month; 10 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-21 |
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