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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-09 |
Branch Locations
10900 Wayzata Boulevard Suite 730, Minnetonka, MN 55305 • United States
Lake Elmo, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Minneapolis | MN | 06/2006 | Present |
| Park Avenue Securities Llc | Minneapolis | MN | 06/2006 | Present |
| Guardian Life Insurance Company | Lake Elmo | MN | 12/2024 | Present |
| Park Avenue Securities | Lake Elmo | MN | 12/2024 | Present |
1. Insurance business outside Guardian I occasionally write a disability policy through Mass Mutual, Principal, or Standard. Start: 01/01/2016 Address: 920 Second Avenue South Suite 1100; Minneapolis, MN 55402 2 bus hrs per month Investment related 2. White Coat Wealth Advisors DBA was created simply to identify my practice as directed to the medical community. Start: 06/01/2013 Address: 920 Second Avenue South Suite 1100; Minneapolis, MN 55402 20 bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-11-02 |
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