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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-29 |
| NY | RA | APPROVED | 2022-11-08 |
| OH | RA | APPROVED | 2022-06-03 |
| VA | RA | APPROVED | 2022-03-03 |
| OR | RA | APPROVED | 2020-02-12 |
| IN | RA | APPROVED | 2019-08-07 |
| AZ | RA | APPROVED | 2015-09-09 |
| WA | RA | APPROVED | 2004-01-16 |
| CO | RA | APPROVED | 2004-01-12 |
| CA | RA | APPROVED | 2001-03-01 |
Branch Locations
910 E. Hamilton Avenue Suite 150, Campbell, CA 95008 • United States
Los Gatos, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Financial & Insurance Services | San Jose | CA | 12/1987 | Present |
| Park Avenue Securities Llc | San Jose | CA | 05/1999 | 09/2018 |
| Guardian Life Insurance Company | Campbell | CA | 09/2018 | Present |
| Park Avenue Securities | Campbell | CA | 09/2018 | Present |
| Guardian Life Insurance Company | Los Gatos | CA | 06/2024 | Present |
| Park Avenue Securities | Los Gatos | CA | 06/2024 | Present |
1. Insurance sales I sell insurance products Start: 09/01/2018 Address: 910 E Hamilton Ave Ste 350; Campbell, CA 95008 10 bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-12 |
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