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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-16 |
| CA | RA | APPROVED | 2026-01-15 |
Branch Locations
Grover Beach, CA • United States
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Grover Beach | CA | 05/2025 | Present |
| 805 Elite Volleyball Club | San Luis Obispo | CA | 03/2020 | 08/2024 |
| Point Loma Nazarene University | San Diego | CA | 08/2013 | 06/2017 |
| California Polytechnic State University | San Luis Obispo | CA | 03/2020 | 11/2023 |
| Central Coast Casino | Grover Beach | CA | 05/2017 | 01/2019 |
| St Joseph High School | Santa Maria | CA | 08/2018 | 06/2021 |
| Pacific Riptides Volleyball Club | Santa Maria | CA | 01/2018 | 06/2018 |
| Belsher Becker Roberts And Connell | San Luis Obispo | CA | 05/2018 | 08/2019 |
| Park Avenue Securities | Grover Beach | CA | 09/2025 | Present |
| Self-Employed | Grover Beach | CA | 08/2024 | 05/2025 |
| Guardian Life Insurance Company | San Ramon | CA | 05/2025 | 04/2026 |
| Park Avenue Securities | San Ramon | CA | 09/2025 | 04/2026 |
1) Insurance other than Guardian-Independent Contractor offering non-guardian insurance products, Start date: 10/01/2025, Address: 364 Beckett Pl, Grover Beach, CA 93433, 1 total hour per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 2) Line Dance Instructor-teach line dance at elks lodge through 805 line dancers, Start date: 10/04/2025, Address: 222 Elks Ln, San Luis Obispo, CA 93401, 1 total hour per month; 0 during securities trading hours, Not investment related, Less than 10% annual compensation, 3) Property Management -Listing, Nature of Business: Property management, Start date: 02/01/2026, Address: 364 Beckett pl Grover beach CA 93449, Duties: listing and finding tenants for family owned properties, 5 total hours per month; 0 during securities trading hours, Investment related, 4) Elks Lodge-Public Relations Committee, Nature of Business: A Fraternal Organization, Start date: 04/02/2026, Address: 222 Elks Ln, San Luis Obispo, CA 93401, Duties: Capturing video and posting to social media of lodge events, brainstorming events , 8 total hours per month; 0 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
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