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Park Avenue Securities LLC CRD 46173
$19.6B regulatory AUM 38,649 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-24 |
| NY | RA | APPROVED | 2025-07-02 |
| OR | RA | APPROVED | 2025-03-11 |
| AZ | RA | APPROVED | 2025-01-03 |
| CA | RA | APPROVED | 2024-11-15 |
Branch Locations
2875 Michelle Drive Suite 110, Irvine, CA 92606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cold Stone Creamery | Orange | CA | 06/2019 | 03/2020 |
| Pinnacle Development & Renovation | La Jolla | CA | 05/2023 | 06/2023 |
| Wla Invesments | Newport Beach | CA | 05/2022 | 08/2024 |
| Proverbs Financial & Insurance Services | Irvine | CA | 08/2024 | 11/2024 |
| Orange Lutheran High School And Crean Lutheran High School | Orange | CA | 08/2016 | 06/2020 |
| Concordia University Irvine | Irvine | CA | 08/2020 | 05/2024 |
| Guardian Life Insurance | Irvine | CA | 11/2024 | 12/2024 |
| Park Avenue Securities | Irvine | CA | 11/2024 | 12/2024 |
| Guardian Life Insurance Company | Orange | CA | 12/2024 | Present |
| Park Avenue Securities | Orange | CA | 12/2024 | Present |
Outside Insurance Sales; yes investment related; 2875 Michelle Drive Irvine, CA 92606, suite 110 ; Insurance; 09/23/2024; 10 hrs Data Entry; Enter data for proforma review ; yes investment related; 1301 Dove Street, Newport Beach, CA ; 05/01/2022; 2 hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-28 |
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