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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-14 |
| GA | RA | APPROVED | 2023-11-27 |
| KY | RA | APPROVED | 2013-06-21 |
| NM | RA | APPROVED | 2011-08-10 |
| TX | RA | APPROVED | 2011-08-09 |
Branch Locations
3040 Post Oak Blvd Suite 1150, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Company | Houston | TX | 07/2011 | Present |
| Park Avenue Securities | Houston | TX | 08/2011 | Present |
1. Mass Mutual Old policies prior to my joining Guardian that I remain Agent of record and receive renewals for. Start: 01/01/2011 Address: 55 Waugh Dr. #150, Houston, TX 77007 1 non bus hr per month Investment related 2. Pacific Life Index UL Assigned as broker of record/agent on existing Pacific Life Index UL policy. Start: 02/06/2015 Address: 930 Bethlehem St. Houston, TX 77018 1 non bus hr per month Investment related 3. DEBS - Group benefits Our firm is working with Diversified Employee Benefits Sevices, LLC referring on Group Health, Life, Disability, MERP and VEBA offerings to companies. Start: 08/01/2019 Address: Agency location 1 bus hr per month Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-08 |
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