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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-16 |
| OR | RA | APPROVED | 2026-01-13 |
| VA | RA | APPROVED | 2025-12-08 |
| HI | RA | APPROVED | 2025-10-09 |
| MI | RA | APPROVED | 2024-09-10 |
| IL | RA | APPROVED | 2024-03-26 |
| CO | RA | APPROVED | 2022-05-05 |
| FL | RA | APPROVED | 2022-04-06 |
| NY | RA | APPROVED | 2022-02-18 |
| NV | RA | APPROVED | 2022-02-04 |
| WA | RA | APPROVED | 2021-10-20 |
| NJ | RA | APPROVED | 2021-04-29 |
| AZ | RA | APPROVED | 2019-10-03 |
| GA | RA | APPROVED | 2016-11-29 |
| TX | RA | APPROVED | 2016-11-16 |
| CA | RA | APPROVED | 2015-02-27 |
Branch Locations
5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Ave Securitites | San Diego | CA | 01/2015 | 10/2017 |
| Guardian | San Diego | CA | 01/2015 | 10/2017 |
| Guardian Life Insurance Company | La Jolla | CA | 10/2017 | 10/2021 |
| Park Avenue Securities | La Jolla | CA | 10/2017 | 10/2021 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
1. Health Insurance Will occasionally write health insurance for clients. Start: 09/01/2015 Address: 9835 Mira Lee Way #31409 San Diego CA 92126 1 bus hr per month Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-20 |
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