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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-07-13 |
| DE | RA | APPROVED | 2026-01-23 |
| NY | RA | APPROVED | 2021-04-16 |
| WA | RA | APPROVED | 2020-05-28 |
| CA | RA | APPROVED | 2018-08-30 |
| SC | RA | APPROVED | 2017-09-19 |
| IL | RA | APPROVED | 2017-08-15 |
| AZ | RA | APPROVED | 2015-10-27 |
| FL | RA | APPROVED | 2015-08-28 |
| GA | RA | APPROVED | 2015-07-01 |
| MD | RA | APPROVED | 2014-08-14 |
| MO | RA | APPROVED | 2012-08-03 |
| IA | RA | APPROVED | 2011-06-14 |
| VA | RA | APPROVED | 2011-03-08 |
| TX | RA | APPROVED_RES | 2011-02-15 |
| NJ | RA | APPROVED | 2004-04-21 |
| NC | RA | APPROVED | 2004-04-01 |
Branch Locations
5511 Capital Center Drive Suite 104, Raleigh, NC 27606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Raleigh | NC | 01/1993 | Present |
| Park Avenue Securities Llc | Raleigh | NC | 05/1999 | Present |
| Cp Advisory Services, Inc. | Charlotte | NC | 07/1993 | Present |
1. INSURANCE SERVICES (PRODUCTS OTHER THAN GUARDIAN), Start date: 08-01-1993, Address:2626 Glenwood Avenue Suite 450 Raleigh NC 27608, 3 non bus hours per month, Investment Related, 2. Fathom Realty, Start date: 08-01-1993, Address:2706 Durham Chapel Hill Rd Durham, NC 27707, 2 non bus hours per month, Investment Related, 3. Real Estate Investment-Own a piece of land in partnership with three other individual as an investment,. Start date: 04-22-2008, Address: We R Mask, LLC 527 Hickory Wood Blvd Cary NC 27519, 0 hours per month, Investment Related, 4. Rental Properties-These are single family homes that we rent., Start date: 03-01-2001, Addresses: 1.3701 Birch Brook Ct Raleigh NC 27613, 2.3000-101 Trailwood Pines Lane Raleigh NC 27603, 3.2245 Trailwood Valley Lane Raleigh NC 27603, 4.3015 Skybrook Lane, Durham, NC 27703, 1 hour per month, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-21 |
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