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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-08 |
| CA | RA | APPROVED | 2026-04-07 |
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 |
|---|---|---|---|---|
| Student | Chino | CA | 03/2016 | 08/2025 |
| Guardian Life Insurance Company | Irvine | CA | 07/2025 | Present |
| Park Avenue Securities | Irvine | CA | 03/2026 | Present |
| Guardian Life Insurance Company | Chino | CA | 07/2025 | Present |
| Park Avenue Securities | Chino | CA | 03/2026 | Present |
1) outside insurance sales - broker, Start Date: 10/21/2025, Address: 14236 Cherry Ct, 10 total hours per month, 10 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-11 |
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