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Guardian Wealth Partners, LLC CRD 310203
$191M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-06-10 |
| FL | RA | APPROVED | 2023-02-24 |
| CA | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED | 2023-01-13 |
| WA | RA | APPROVED | 2023-01-13 |
Branch Locations
1095 Evergreen Circle Suite 205, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | The Woodlands | TX | 02/2015 | 01/2023 |
| Guardian Life Insurance Company | San Diego | CA | 01/2023 | 01/2023 |
| Park Avenue Securities | San Diego | CA | 01/2023 | 01/2023 |
| Park Avenue Investment Advisory | San Diego | CA | 01/2023 | 01/2023 |
| Guardian Life Insurance Company | The Woodlands | TX | 01/2023 | Present |
| Park Avenue Securities | The Wodlands | TX | 01/2023 | Present |
| Park Avenue Investment Advisory | The Woodlands | TX | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-03 |
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