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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-06-12 |
| MS | RA | APPROVED | 2026-04-06 |
| UT | RA | APPROVED | 2024-09-10 |
| ME | RA | APPROVED | 2023-10-25 |
| MD | RA | APPROVED | 2023-09-01 |
| IA | RA | APPROVED | 2022-06-10 |
| OH | RA | APPROVED | 2022-02-03 |
| CO | RA | APPROVED | 2021-07-08 |
| AZ | RA | APPROVED | 2021-01-07 |
| KY | RA | APPROVED | 2020-10-06 |
| SC | RA | APPROVED | 2019-07-15 |
| PA | RA | APPROVED | 2016-12-05 |
| AL | RA | APPROVED | 2016-07-11 |
| IN | RA | APPROVED | 2015-04-23 |
| TX | RA | APPROVED_RES | 2014-09-15 |
| NC | RA | APPROVED | 2014-03-06 |
| FL | RA | APPROVED | 2013-01-28 |
| VA | RA | APPROVED | 2012-11-01 |
| WA | RA | APPROVED | 2012-09-06 |
| OR | RA | APPROVED | 2011-07-01 |
| CA | RA | APPROVED | 2011-06-21 |
| NJ | RA | APPROVED | 2011-06-21 |
| GA | RA | APPROVED | 2011-06-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Company | New York | NY | 08/1994 | Present |
| Park Avenue Securities Llc | New York | NY | 05/1999 | Present |
| Peachtree Planning Corporation | Roswell | GA | 04/1998 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-28 |
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