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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-08-21 |
| GA | RA | APPROVED | 2006-07-12 |
Branch Locations
5600 Glenridge Dr. Suite 600 East, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | New York | NY | 06/1984 | Present |
| Park Avenue Securities Llc | Portland | OR | 05/1999 | Present |
| Peachtree Planning Corporation | Atlanta | GA | 12/1999 | Present |
1) Pension marketing-DBA, Start date: 12/01/2022, Address: 800 Lambert Drive, Suite A Atlanta GA 30324, 10 total hours per month; 10 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-10 |
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