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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-07 |
| GA | RA | APPROVED | 2026-01-07 |
| NH | RA | APPROVED | 2025-03-13 |
| AK | RA | APPROVED | 2024-11-14 |
| WY | RA | APPROVED | 2023-10-25 |
| HI | RA | APPROVED | 2023-09-08 |
| MD | RA | APPROVED | 2023-01-18 |
| MN | RA | APPROVED | 2021-08-06 |
| NV | RA | APPROVED | 2021-07-16 |
| NM | RA | APPROVED | 2021-07-16 |
| PA | RA | APPROVED | 2021-05-28 |
| WI | RA | APPROVED | 2021-01-25 |
| SC | RA | APPROVED | 2020-07-06 |
| MT | RA | APPROVED | 2020-02-10 |
| OR | RA | APPROVED | 2020-01-13 |
| VA | RA | APPROVED | 2020-01-09 |
| ID | RA | APPROVED | 2019-06-11 |
| UT | RA | APPROVED | 2019-05-16 |
| DC | RA | APPROVED | 2019-01-17 |
| AZ | RA | APPROVED | 2017-02-01 |
| SD | RA | APPROVED | 2017-02-01 |
| CO | RA | APPROVED | 2016-06-30 |
| OH | RA | APPROVED | 2015-11-25 |
| OK | RA | APPROVED | 2015-11-09 |
| IA | RA | APPROVED | 2015-06-15 |
| IN | RA | APPROVED | 2014-07-28 |
| TX | RA | APPROVED_RES | 2014-07-15 |
| MA | RA | APPROVED | 2014-06-16 |
| FL | RA | APPROVED | 2014-06-05 |
| CA | RA | APPROVED | 2013-02-22 |
| WA | RA | APPROVED | 2013-01-03 |
| NE | RA | APPROVED | 2012-01-25 |
| IL | RA | APPROVED | 2012-01-23 |
| KS | RA | APPROVED | 2012-01-23 |
| MO | RA | APPROVED | 2012-01-23 |
Branch Locations
5405 Morehouse Drive Suite 245, San Diego, CA 92121 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Olathe | KS | 10/2015 | 09/2016 |
| Guardian Life Insurance | Olathe | KS | 10/2015 | 09/2016 |
| Guardian Life Insurance | Scottsdale | AZ | 09/2016 | Present |
| Park Avenue Securities | Scottsdale | AZ | 09/2016 | Present |
1. Insurance Services/Products other than Guardian, I am licensed with other insurance companies to compliment my product offering through Guardian. Start: 01/01/2006, Address: Various, 1 total hour per month, 1 during securities trading hours, Less than 10% annual compensation, Investment related, 2. Kansas Pharmacist Association, I will be helping to promote and bring awareness to a program that will help I will also be promoting the association benefits and helping recruit new members. Start: 11/01/2008, Address: 1020 Southwest Fairlawn Road Topeka, KS 66604-6055, 1 total hour per month, 1 during securities trading hours, No annual compensation, Not investment related, 3. Mass Mutual I am licensed with Mass Mutual to help compliment the products I offer through the Guardian. Start: 01/01/2010 Address: 10250 Regency Circle #350 Omaha, NE 68114 1 total hour per month, 1 during securities trading hours, Less than 10% annual compensation, Investment related, 4. Target Insurance I am affiliated with this Insurance Broker as a means to supplement my current product offerings with Guardian. Start: 03/01/2009, Address: 11020 Oakmont Street Overland Park, KS 66210-1100, 1 total hour per month, 1 during securities trading hours, Less than 10% annual compensation, Investment related, 5. Velocity Wealth Management, LLC, DBA, Start: 10/01/2017, Address: 5080 N. 40th St. Suite 400, Phoenix, AZ 85018, 160 total hours per month, 160 during securities trading hours, No annual compensation, Investment related, 6. VibeQuest LLC, Airline comfort travel product, Start: 05/15/2025, Address: 10201 N. 124th St. Scottsdale, AZ 85259, 20 total hours per month, 0 during securities trading hours, No annual compensation, Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-23 |
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