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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-07-02 |
| PA | RA | APPROVED | 2026-03-23 |
| KY | RA | APPROVED | 2024-05-31 |
Branch Locations
9300 Shelbyville Road Suite 320, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Louisville | KY | 07/2011 | 01/2025 |
| Park Avenue Securities | Louisville | KY | 01/2019 | 01/2025 |
| Guardian Life Insurance Company | Lexington | KY | 06/2024 | Present |
| Park Avenue Securities | Lexington | KY | 06/2024 | Present |
1. Life Insurance sales Sales and Service of Pacific Life Insurance products Start: 05/10/1991 Address: 625 Eden Park Drive Cincinnati OH 4 bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-05 |
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