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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-18 |
| IL | RA | APPROVED | 2025-07-14 |
| TX | RA | APPROVED_RES | 2023-10-24 |
| GA | RA | APPROVED | 2020-10-22 |
| OH | RA | APPROVED | 2019-04-22 |
Branch Locations
419 Plum Street, Cincinnati, OH 45202 • United States
Loveland, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Cincinnati | OH | 01/2013 | Present |
| Park Ave Securities | Cincinnati | OH | 01/2013 | Present |
| Guardian Life Insurance Company | Loveland | OH | 06/2024 | Present |
| Park Avenue Securities | Loveland | OH | 06/2024 | Present |
1. Diversified Brokerage Specialists-Insurance products sales, Start: 01/01/2008, Address: 9670 Kenwood Road Cincinnati, OH 45242, 1 bus hr per month, Investment related, 2. Augustar, disability insurance products, Start: 09/01/2005, Address: One Financial Way Cincinnati, OH 45242, 5 bus hrs per month, 5 during securities trading hours, Investment related, Less than 10% annual compensation, 3. Paul Lammermeier Foundation-role with the Foundation serving as a Finance Committee team member and member of the Board of Directors,. Start: 06/01/2013, Address: 4600 Mason-Montgomery RoadMason, OH 45040, 1 non bus hr per month, Not investment related, 4. Agency Development Corp-Insurance products sales, Start: 01/30/2018, Address: 1080 Nimitzview Drive Ste.301 Cincinnati, OH 45230, 1 bus hr per month, Investment related, 5. Rental Property-own home that my wife and I rent out,. Start: 07/01/2018, Address: 3617 Euclid Road, Cincinnati, OH 45236, 3 non bus hrs per month, Investment related, 6) Discretionary Authority for mother, Start: 06/01/2005, Address: 100 Fallenoak Court Loveland, OH 45140, 1 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation, 7) Discretionary Authority for spouse, Start: 03/17/2013, Address: 100 Fallenoak Court Loveland, OH 45140, 1 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation, 8) Representative Payee for Brother, Christopher G. Stiles, Start Date: 7/2/2023, Address: 100 Fallenoak Court, Loveland, OH 45140, 1 total hour per month; 1 during securities trading hours, Not investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-21 |
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