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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-09 |
| SC | RA | APPROVED | 2020-01-07 |
| NM | RA | APPROVED | 2019-05-07 |
| KS | RA | APPROVED | 2006-11-08 |
| FL | RA | APPROVED | 2006-10-10 |
| DE | RA | APPROVED | 2006-06-21 |
| GA | RA | APPROVED | 2006-06-20 |
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 Co Of America | New York | NY | 12/1989 | Present |
| Park Avenue Securities Llc | New York | NY | 05/1999 | Present |
| Peachtree Planning Corporation | Atlanta | GA | 01/1990 | Present |
1. Cowart YMCA, On Board of Cowart YMCA, Start: 09/28/2017, Address: 3692 Ashford Dunwoody Rd, Atlanta GA 30319, Hrs per month - tot/bus: 2/1, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-05 |
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